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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 | $84,236-100.0% | $170,435-100.0% | $70,126-100.0% |
| Participation rate | 0.0% | 70.8%-70.8pp | 83.6%-83.6pp | 69.5%-69.5pp |
| Annual return | 18.20% | 23.06%-4.9pp | 205.94%-187.7pp | 73.15%-54.9pp |
| Employer contribution / active EE | $12,206 | $3,387+260.4% | $5,432+124.7% | $2,343+421.1% |
| Participant deferral / active EE | $3,376 | $3,086+9.4% | $4,939-31.6% | $3,332+1.3% |
| Admin fee / account holder | $0 | $5,698-100.0% | $13,881-100.0% | $4,645-100.0% |