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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 | $100,895-100.0% | $90,430-100.0% | $158,950-100.0% |
| Participation rate | 0.0% | 75.0%-75.0pp | 72.7%-72.7pp | 82.0%-82.0pp |
| Annual return | 0.00% | 1725.54%-1725.5pp | 1293.73%-1293.7pp | 302.91%-302.9pp |
| Employer contribution / active EE | $2,671 | $3,689-27.6% | $3,262-18.1% | $4,762-43.9% |
| Participant deferral / active EE | $8,358 | $4,347+92.3% | $3,963+110.9% | $5,983+39.7% |
| Admin fee / account holder | $0 | $6,505-100.0% | $5,613-100.0% | $11,248-100.0% |