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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 | $157,296-100.0% | $141,191-100.0% | $152,897-100.0% |
| Participation rate | 0.0% | 84.8%-84.8pp | 82.5%-82.5pp | 82.5%-82.5pp |
| Annual return | 24.55% | 64.34%-39.8pp | 71.41%-46.9pp | 345.43%-320.9pp |
| Employer contribution / active EE | $4,957 | $5,262-5.8% | $4,736+4.7% | $4,764+4.1% |
| Participant deferral / active EE | $8,936 | $7,111+25.7% | $6,710+33.2% | $5,851+52.7% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |