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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 | $100,203-100.0% | $85,240-100.0% | $145,897-100.0% |
| Participation rate | 0.0% | 74.1%-74.1pp | 67.5%-67.5pp | 80.3%-80.3pp |
| Annual return | 41.04% | 84.28%-43.2pp | 66.75%-25.7pp | 552.29%-511.2pp |
| Employer contribution / active EE | $1,373 | $3,242-57.7% | $2,735-49.8% | $4,663-70.6% |
| Participant deferral / active EE | $1,919 | $5,299-63.8% | $4,527-57.6% | $6,689-71.3% |
| Admin fee / account holder | $0 | $7,265-100.0% | $6,165-100.0% | $13,390-100.0% |