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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 | $223,823-100.0% | $211,142-100.0% | $154,746-100.0% |
| Participation rate | 0.0% | 87.9%-87.9pp | 87.3%-87.3pp | 80.7%-80.7pp |
| Annual return | 12.98% | 50.39%-37.4pp | 46.84%-33.9pp | 172.34%-159.4pp |
| Employer contribution / active EE | $12,494 | $6,787+84.1% | $6,442+93.9% | $4,379+185.3% |
| Participant deferral / active EE | $0 | $9,750-100.0% | $9,284-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $19,707-100.0% | $19,076-100.0% | $14,365-100.0% |