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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 | $103,008-100.0% | $90,304-100.0% | $152,897-100.0% |
| Participation rate | 0.0% | 75.9%-75.9pp | 73.3%-73.3pp | 82.5%-82.5pp |
| Annual return | 27.82% | 95.22%-67.4pp | 78.13%-50.3pp | 345.43%-317.6pp |
| Employer contribution / active EE | $30,288 | $3,139+864.8% | $2,855+960.9% | $4,764+535.8% |
| Participant deferral / active EE | $25,000 | $4,281+483.9% | $3,885+543.5% | $5,851+327.3% |
| Admin fee / account holder | $0 | $6,175-100.0% | $5,354-100.0% | $11,599-100.0% |