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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 | $78,694-100.0% | $67,652-100.0% | $125,389-100.0% |
| Participation rate | 0.0% | 78.8%-78.8pp | 75.7%-75.7pp | 83.2%-83.2pp |
| Annual return | 13.40% | 9.46%+3.9pp | 6625.40%-6612.0pp | 282.24%-268.8pp |
| Employer contribution / active EE | $3,635 | $3,044+19.4% | $2,266+60.4% | $4,866-25.3% |
| Participant deferral / active EE | $11,617 | $4,292+170.7% | $3,560+226.3% | $5,352+117.1% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,541-100.0% |