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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 | $111,814-100.0% | $93,654-100.0% | $145,959-100.0% |
| Participation rate | 0.0% | 74.2%-74.2pp | 68.7%-68.7pp | 80.3%-80.3pp |
| Annual return | 11.81% | 203.30%-191.5pp | 133.34%-121.5pp | 561.95%-550.1pp |
| Employer contribution / active EE | $3,591 | $3,092+16.2% | $2,421+48.4% | $4,661-22.9% |
| Participant deferral / active EE | $7,279 | $4,914+48.1% | $4,413+65.0% | $6,689+8.8% |
| Admin fee / account holder | $0 | $10,246-100.0% | $8,282-100.0% | $13,398-100.0% |