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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 | $172,111-100.0% | $150,298-100.0% | $137,256-100.0% |
| Participation rate | 0.0% | 81.7%-81.7pp | 77.8%-77.8pp | 80.0%-80.0pp |
| Annual return | 16.93% | 69.37%-52.4pp | 62.79%-45.9pp | 220.34%-203.4pp |
| Employer contribution / active EE | $31,880 | $4,636+587.6% | $4,154+667.4% | $4,156+667.1% |
| Participant deferral / active EE | $16,732 | $6,166+171.4% | $5,453+206.9% | $6,407+161.2% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |