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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 | $183,592-100.0% | $155,574-100.0% | $145,877-100.0% |
| Participation rate | 0.0% | 82.7%-82.7pp | 78.2%-78.2pp | 80.3%-80.3pp |
| Annual return | 40.97% | 61.37%-20.4pp | 64.87%-23.9pp | 551.28%-510.3pp |
| Employer contribution / active EE | $4,122 | $5,317-22.5% | $4,676-11.8% | $4,663-11.6% |
| Participant deferral / active EE | $8,956 | $6,466+38.5% | $5,629+59.1% | $6,691+33.9% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |