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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 | $96,691-100.0% | $86,656-100.0% | $139,487-100.0% |
| Participation rate | 0.0% | 74.4%-74.4pp | 71.7%-71.7pp | 80.3%-80.3pp |
| Annual return | 24.18% | 106.87%-82.7pp | 593.09%-568.9pp | 373.84%-349.7pp |
| Employer contribution / active EE | $8,999 | $3,267+175.4% | $3,025+197.4% | $4,755+89.3% |
| Participant deferral / active EE | $6,067 | $4,838+25.4% | $4,439+36.7% | $6,713-9.6% |
| Admin fee / account holder | $0 | $6,414-100.0% | $5,619-100.0% | $11,407-100.0% |