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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 | $100,901-100.0% | $75,501-100.0% | $147,586-100.0% |
| Participation rate | 0.0% | 77.1%-77.1pp | 72.4%-72.4pp | 82.8%-82.8pp |
| Annual return | 20.18% | 35.78%-15.6pp | 27.35%-7.2pp | 578.59%-558.4pp |
| Employer contribution / active EE | $6,867 | $3,253+111.1% | $2,352+192.0% | $4,876+40.8% |
| Participant deferral / active EE | $0 | $4,027-100.0% | $3,142-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $11,285-100.0% | $5,801-100.0% | $10,886-100.0% |