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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 | $203,483-100.0% | $152,473-100.0% | $167,553-100.0% |
| Participation rate | 0.0% | 82.3%-82.3pp | 78.2%-78.2pp | 82.1%-82.1pp |
| Annual return | 13.10% | 13.80%-0.7pp | 757.59%-744.5pp | 478.89%-465.8pp |
| Employer contribution / active EE | $23,625 | $5,219+352.7% | $4,326+446.1% | $4,840+388.1% |
| Participant deferral / active EE | $0 | $6,711-100.0% | $5,817-100.0% | $6,343-100.0% |
| Admin fee / account holder | $0 | $22,521-100.0% | $15,811-100.0% | $12,316-100.0% |