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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 | $228,352-100.0% | $185,835-100.0% | $158,966-100.0% |
| Participation rate | 0.0% | 82.3%-82.3pp | 78.0%-78.0pp | 82.0%-82.0pp |
| Annual return | 12.89% | 40.81%-27.9pp | 35.96%-23.1pp | 302.95%-290.1pp |
| Employer contribution / active EE | $13,906 | $4,967+180.0% | $4,087+240.2% | $4,762+192.0% |
| Participant deferral / active EE | $12,825 | $6,416+99.9% | $5,633+127.7% | $5,983+114.3% |
| Admin fee / account holder | $0 | $11,867-100.0% | $9,502-100.0% | $11,250-100.0% |