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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 | $49,199-100.0% | $121,204-100.0% | $75,173-100.0% |
| Participation rate | 0.0% | 55.4%-55.4pp | 69.5%-69.5pp | 67.2%-67.2pp |
| Annual return | 14.22% | 56.04%-41.8pp | 987.18%-973.0pp | 160.72%-146.5pp |
| Employer contribution / active EE | $555 | $1,547-64.2% | $4,170-86.7% | $2,671-79.2% |
| Participant deferral / active EE | $1,281 | $2,630-51.3% | $4,083-68.6% | $4,126-69.0% |
| Admin fee / account holder | $0 | $3,946-100.0% | $5,651-100.0% | $5,651-100.0% |