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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 | $192,829-100.0% | $142,516-100.0% | $139,487-100.0% |
| Participation rate | 0.0% | 81.4%-81.4pp | 76.8%-76.8pp | 80.3%-80.3pp |
| Annual return | 12.55% | 18.07%-5.5pp | 20.03%-7.5pp | 373.84%-361.3pp |
| Employer contribution / active EE | $26,332 | $5,808+353.4% | $4,849+443.1% | $4,755+453.8% |
| Participant deferral / active EE | $0 | $7,200-100.0% | $6,280-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $15,120-100.0% | $10,008-100.0% | $11,407-100.0% |