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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 | $111,830-100.0% | $93,696-100.0% | $145,884-100.0% |
| Participation rate | 0.0% | 74.2%-74.2pp | 68.7%-68.7pp | 80.3%-80.3pp |
| Annual return | 11.81% | 204.08%-192.3pp | 133.74%-121.9pp | 551.85%-540.0pp |
| Employer contribution / active EE | $3,591 | $3,093+16.1% | $2,422+48.3% | $4,662-23.0% |
| Participant deferral / active EE | $7,279 | $4,920+47.9% | $4,417+64.8% | $6,690+8.8% |
| Admin fee / account holder | $0 | $10,249-100.0% | $8,287-100.0% | $13,392-100.0% |