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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 | $118,877-100.0% | $96,570-100.0% | $167,536-100.0% |
| Participation rate | 0.0% | 75.5%-75.5pp | 69.8%-69.8pp | 82.1%-82.1pp |
| Annual return | 26.24% | 50.50%-24.3pp | 37.79%-11.6pp | 478.82%-452.6pp |
| Employer contribution / active EE | $3,900 | $3,121+25.0% | $2,357+65.5% | $4,839-19.4% |
| Participant deferral / active EE | $2,246 | $4,617-51.3% | $3,849-41.6% | $6,342-64.6% |
| Admin fee / account holder | $0 | $8,069-100.0% | $6,182-100.0% | $12,315-100.0% |