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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 | $227,399-100.0% | $189,758-100.0% | $198,609-100.0% |
| Participation rate | 0.0% | 84.0%-84.0pp | 79.8%-79.8pp | 82.4%-82.4pp |
| Annual return | 16.93% | 61.03%-44.1pp | 52.62%-35.7pp | 202.70%-185.8pp |
| Employer contribution / active EE | $31,880 | $5,526+476.9% | $4,767+568.8% | $5,055+530.6% |
| Participant deferral / active EE | $16,732 | $6,837+144.7% | $5,856+185.7% | $6,977+139.8% |
| Admin fee / account holder | $0 | $25,162-100.0% | $20,388-100.0% | $19,030-100.0% |