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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 | $177,353-100.0% | $158,226-100.0% | $198,609-100.0% |
| Participation rate | 0.0% | 77.0%-77.0pp | 74.8%-74.8pp | 82.4%-82.4pp |
| Annual return | 22.58% | 599.50%-576.9pp | 501.41%-478.8pp | 202.70%-180.1pp |
| Employer contribution / active EE | $3,819 | $3,239+17.9% | $2,986+27.9% | $5,055-24.5% |
| Participant deferral / active EE | $5,679 | $4,615+23.0% | $4,317+31.5% | $6,977-18.6% |
| Admin fee / account holder | $0 | $10,960-100.0% | $10,217-100.0% | $19,030-100.0% |