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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 | $105,210-100.0% | $159,487-100.0% | $85,851-100.0% |
| Participation rate | 0.0% | 75.8%-75.8pp | 82.8%-82.8pp | 69.3%-69.3pp |
| Annual return | 36.51% | 45.08%-8.6pp | 263.71%-227.2pp | 318.63%-282.1pp |
| Employer contribution / active EE | $14,630 | $3,319+340.8% | $4,831+202.8% | $2,565+470.3% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,354-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $6,934-100.0% | $10,804-100.0% | $6,261-100.0% |