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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 | $76,696-100.0% | $96,538-100.0% | $71,529-100.0% |
| Participation rate | 0.0% | 66.6%-66.6pp | 74.3%-74.3pp | 67.9%-67.9pp |
| Annual return | 0.00% | 48.32%-48.3pp | 35.74%-35.7pp | 28.97%-29.0pp |
| Employer contribution / active EE | $23,565 | $3,032+677.3% | $3,740+530.0% | $2,590+809.9% |
| Participant deferral / active EE | $0 | $3,770-100.0% | $4,880-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $2,030-100.0% | $6,737-100.0% | $1,588-100.0% |