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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 | $111,785-100.0% | $93,669-100.0% | $145,877-100.0% |
| Participation rate | 0.0% | 74.2%-74.2pp | 68.7%-68.7pp | 80.3%-80.3pp |
| Annual return | 13.56% | 203.79%-190.2pp | 133.59%-120.0pp | 551.28%-537.7pp |
| Employer contribution / active EE | $786 | $3,096-74.6% | $2,424-67.6% | $4,663-83.1% |
| Participant deferral / active EE | $1,267 | $4,919-74.2% | $4,416-71.3% | $6,691-81.1% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,291-100.0% | $13,402-100.0% |