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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 | $150,446-100.0% | $136,297-100.0% | $147,585-100.0% |
| Participation rate | 0.0% | 84.4%-84.4pp | 81.9%-81.9pp | 82.8%-82.8pp |
| Annual return | 18.41% | 1049.14%-1030.7pp | 5156.19%-5137.8pp | 578.58%-560.2pp |
| Employer contribution / active EE | $3,333 | $5,256-36.6% | $4,696-29.0% | $4,876-31.6% |
| Participant deferral / active EE | $3,817 | $6,631-42.4% | $6,247-38.9% | $5,439-29.8% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |