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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 | $113,338-100.0% | $94,993-100.0% | $147,586-100.0% |
| Participation rate | 0.0% | 78.0%-78.0pp | 73.9%-73.9pp | 82.8%-82.8pp |
| Annual return | 28.42% | 20.80%+7.6pp | 27.14%+1.3pp | 578.59%-550.2pp |
| Employer contribution / active EE | $4,055 | $3,160+28.3% | $2,603+55.7% | $4,876-16.8% |
| Participant deferral / active EE | $2,730 | $3,777-27.7% | $3,317-17.7% | $5,439-49.8% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,886-100.0% |