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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 | $72,446-100.0% | $67,561-100.0% | $145,877-100.0% |
| Participation rate | 0.0% | 76.9%-76.9pp | 72.9%-72.9pp | 80.3%-80.3pp |
| Annual return | 22.37% | 7211.98%-7189.6pp | 3525.44%-3503.1pp | 551.28%-528.9pp |
| Employer contribution / active EE | $853 | $3,072-72.2% | $2,735-68.8% | $4,663-81.7% |
| Participant deferral / active EE | $5,823 | $4,785+21.7% | $4,003+45.5% | $6,691-13.0% |
| Admin fee / account holder | $0 | $5,541-100.0% | $4,006-100.0% | $13,402-100.0% |