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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 | $169,336-100.0% | $129,384-100.0% | $145,884-100.0% |
| Participation rate | 0.0% | 76.5%-76.5pp | 69.6%-69.6pp | 80.3%-80.3pp |
| Annual return | 0.00% | 14408.70%-14408.7pp | 9461.77%-9461.8pp | 551.85%-551.8pp |
| Employer contribution / active EE | $3,481 | $5,540-37.2% | $4,153-16.2% | $4,662-25.3% |
| Participant deferral / active EE | $4,145 | $4,985-16.9% | $4,166-0.5% | $6,690-38.0% |
| Admin fee / account holder | $0 | $9,912-100.0% | $7,686-100.0% | $13,392-100.0% |