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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 | $112,933-100.0% | $90,970-100.0% | $158,982-100.0% |
| Participation rate | 0.0% | 74.7%-74.7pp | 69.0%-69.0pp | 82.0%-82.0pp |
| Annual return | 8.93% | 215.82%-206.9pp | 134.60%-125.7pp | 302.99%-294.1pp |
| Employer contribution / active EE | $7,875 | $2,893+172.2% | $2,122+271.1% | $4,763+65.3% |
| Participant deferral / active EE | $26,600 | $4,128+544.4% | $3,373+688.6% | $5,983+344.6% |
| Admin fee / account holder | $0 | $8,047-100.0% | $5,961-100.0% | $11,252-100.0% |