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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 | $217,432-100.0% | $185,851-100.0% | $167,553-100.0% |
| Participation rate | 0.0% | 86.1%-86.1pp | 81.7%-81.7pp | 82.1%-82.1pp |
| Annual return | 14.43% | 148.43%-134.0pp | 122.11%-107.7pp | 478.89%-464.5pp |
| Employer contribution / active EE | $5,700 | $5,874-3.0% | $5,168+10.3% | $4,840+17.8% |
| Participant deferral / active EE | $22,750 | $6,357+257.9% | $5,569+308.5% | $6,343+258.7% |
| Admin fee / account holder | $0 | $19,820-100.0% | $16,245-100.0% | $12,316-100.0% |