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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 | $86,288-100.0% | $111,306-100.0% | $85,851-100.0% |
| Participation rate | 0.0% | 73.3%-73.3pp | 77.3%-77.3pp | 69.3%-69.3pp |
| Annual return | 36.85% | 19.99%+16.9pp | 54.67%-17.8pp | 318.63%-281.8pp |
| Employer contribution / active EE | $6,630 | $2,044+224.4% | $2,732+142.7% | $2,565+158.4% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,488-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $8,189-100.0% | $7,966-100.0% | $6,261-100.0% |