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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 | $107,363-100.0% | $92,909-100.0% | $152,897-100.0% |
| Participation rate | 0.0% | 79.8%-79.8pp | 76.0%-76.0pp | 82.5%-82.5pp |
| Annual return | 16.57% | 145.63%-129.1pp | 109.44%-92.9pp | 345.43%-328.9pp |
| Employer contribution / active EE | $8,140 | $4,222+92.8% | $3,653+122.8% | $4,764+70.9% |
| Participant deferral / active EE | $12,500 | $4,848+157.8% | $4,238+195.0% | $5,851+113.6% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,795-100.0% | $11,599-100.0% |