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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 | $110,083-100.0% | $151,645-100.0% | $68,490-100.0% |
| Participation rate | 0.0% | 84.0%-84.0pp | 87.5%-87.5pp | 67.9%-67.9pp |
| Annual return | 796.87% | -10.12%+807.0pp | 3.34%+793.5pp | -7.85%+804.7pp |
| Employer contribution / active EE | $4,150 | $4,470-7.2% | $6,165-32.7% | $2,597+59.8% |
| Participant deferral / active EE | $0 | $6,526-100.0% | $8,363-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $7,718-100.0% | $11,614-100.0% | $5,403-100.0% |