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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 | $184,000-100.0% | $162,185-100.0% | $152,909-100.0% |
| Participation rate | 0.0% | 88.5%-88.5pp | 87.6%-87.6pp | 82.5%-82.5pp |
| Annual return | 14.93% | 150.80%-135.9pp | 115.61%-100.7pp | 345.46%-330.5pp |
| Employer contribution / active EE | $6,731 | $6,370+5.7% | $5,613+19.9% | $4,764+41.3% |
| Participant deferral / active EE | $14,056 | $8,033+75.0% | $7,297+92.6% | $5,851+140.2% |
| Admin fee / account holder | $0 | $13,124-100.0% | $10,844-100.0% | $11,601-100.0% |