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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 | $53,128-100.0% | $86,582-100.0% | $70,126-100.0% |
| Participation rate | 0.0% | 65.3%-65.3pp | 73.5%-73.5pp | 69.5%-69.5pp |
| Annual return | 16.50% | 27.66%-11.2pp | 965.08%-948.6pp | 73.15%-56.6pp |
| Employer contribution / active EE | $1,192 | $2,068-42.3% | $2,839-58.0% | $2,343-49.1% |
| Participant deferral / active EE | $1,375 | $2,695-49.0% | $3,609-61.9% | $3,332-58.7% |
| Admin fee / account holder | $0 | $3,584-100.0% | $4,904-100.0% | $4,645-100.0% |