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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 | $60,139-100.0% | $90,461-100.0% | $79,856-100.0% |
| Participation rate | 0.0% | 65.0%-65.0pp | 72.7%-72.7pp | 69.6%-69.6pp |
| Annual return | 28.88% | 71.96%-43.1pp | 1294.76%-1265.9pp | 31.71%-2.8pp |
| Employer contribution / active EE | $23,838 | $2,069+1052.3% | $3,264+630.3% | $2,471+864.6% |
| Participant deferral / active EE | $0 | $2,939-100.0% | $3,964-100.0% | $3,741-100.0% |
| Admin fee / account holder | $0 | $3,978-100.0% | $5,617-100.0% | $5,306-100.0% |