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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 | $52,450-100.0% | $129,384-100.0% | $74,459-100.0% |
| Participation rate | 0.0% | 53.8%-53.8pp | 69.6%-69.6pp | 67.2%-67.2pp |
| Annual return | 27.38% | 15.65%+11.7pp | 9461.77%-9434.4pp | 1369.70%-1342.3pp |
| Employer contribution / active EE | $961 | $1,532-37.3% | $4,153-76.9% | $2,626-63.4% |
| Participant deferral / active EE | $2,144 | $2,797-23.3% | $4,166-48.5% | $4,350-50.7% |
| Admin fee / account holder | $0 | $2,636-100.0% | $7,686-100.0% | $1,945-100.0% |