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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 | $90,691-100.0% | $76,119-100.0% | $145,884-100.0% |
| Participation rate | 0.0% | 74.5%-74.5pp | 69.1%-69.1pp | 80.3%-80.3pp |
| Annual return | 21.22% | 624.52%-603.3pp | 361.25%-340.0pp | 551.85%-530.6pp |
| Employer contribution / active EE | $46,000 | $3,329+1281.9% | $2,693+1608.4% | $4,662+886.6% |
| Participant deferral / active EE | $23,000 | $5,167+345.1% | $4,259+440.0% | $6,690+243.8% |
| Admin fee / account holder | $0 | $8,383-100.0% | $6,421-100.0% | $13,392-100.0% |