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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 | $88,778-100.0% | $81,844-100.0% | $145,884-100.0% |
| Participation rate | 0.0% | 75.1%-75.1pp | 72.4%-72.4pp | 80.3%-80.3pp |
| Annual return | 17.90% | 1033.03%-1015.1pp | 778.87%-761.0pp | 551.85%-533.9pp |
| Employer contribution / active EE | $1,372 | $3,087-55.6% | $2,916-53.0% | $4,662-70.6% |
| Participant deferral / active EE | $12,101 | $4,648+160.3% | $4,323+179.9% | $6,690+80.9% |
| Admin fee / account holder | $0 | $8,430-100.0% | $7,355-100.0% | $13,392-100.0% |