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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $108,911-100.0% | $100,392-100.0% | $145,884-100.0% |
| Participation rate | 0.0% | 83.0%-83.0pp | 81.5%-81.5pp | 80.3%-80.3pp |
| Annual return | 11.78% | 58.23%-46.4pp | 49.45%-37.7pp | 551.85%-540.1pp |
| Employer contribution / active EE | $14,694 | $4,420+232.4% | $3,941+272.8% | $4,662+215.2% |
| Participant deferral / active EE | $5,883 | $8,459-30.4% | $8,090-27.3% | $6,690-12.1% |
| Admin fee / account holder | $0 | $9,698-100.0% | $7,904-100.0% | $13,392-100.0% |