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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 | $94,107 | $155,555-39.5% | $146,866-35.9% | $155,188-39.4% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.5%-82.5pp | 80.8%-80.8pp |
| Annual return | 313.33% | 115.41%+197.9pp | 102.85%+210.5pp | 148.84%+164.5pp |
| Employer contribution / active EE | $23,256 | $4,647+400.5% | $4,425+425.6% | $4,248+447.5% |
| Participant deferral / active EE | $59,987 | $8,044+645.7% | $7,759+673.1% | $6,531+818.5% |
| Admin fee / account holder | $127 | $14,755-99.1% | $13,620-99.1% | $14,480-99.1% |