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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 | $196,972-100.0% | $182,262-100.0% | $198,609-100.0% |
| Participation rate | 0.0% | 85.7%-85.7pp | 84.2%-84.2pp | 82.4%-82.4pp |
| Annual return | 15.04% | 158.27%-143.2pp | 140.60%-125.6pp | 202.70%-187.7pp |
| Employer contribution / active EE | $6,195 | $5,364+15.5% | $5,046+22.8% | $5,055+22.5% |
| Participant deferral / active EE | $22,532 | $8,643+160.7% | $8,276+172.2% | $6,977+222.9% |
| Admin fee / account holder | $0 | $18,429-100.0% | $16,712-100.0% | $19,030-100.0% |