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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 | $99,921-100.0% | $85,009-100.0% | $145,959-100.0% |
| Participation rate | 0.0% | 74.1%-74.1pp | 67.5%-67.5pp | 80.3%-80.3pp |
| Annual return | 15.00% | 83.89%-68.9pp | 66.47%-51.5pp | 561.95%-546.9pp |
| Employer contribution / active EE | $9,000 | $3,233+178.4% | $2,728+229.9% | $4,661+93.1% |
| Participant deferral / active EE | $30,500 | $5,293+476.3% | $4,522+574.5% | $6,689+356.0% |
| Admin fee / account holder | $0 | $7,252-100.0% | $6,153-100.0% | $13,398-100.0% |