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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 | $49,199-100.0% | $121,204-100.0% | $75,173-100.0% |
| Participation rate | 0.0% | 55.4%-55.4pp | 69.5%-69.5pp | 67.2%-67.2pp |
| Annual return | 20.75% | 56.04%-35.3pp | 987.18%-966.4pp | 160.72%-140.0pp |
| Employer contribution / active EE | $3,226 | $1,547+108.5% | $4,170-22.6% | $2,671+20.8% |
| Participant deferral / active EE | $6,638 | $2,630+152.4% | $4,083+62.6% | $4,126+60.9% |
| Admin fee / account holder | $0 | $3,946-100.0% | $5,651-100.0% | $5,651-100.0% |