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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 | $72,396-100.0% | $67,511-100.0% | $145,959-100.0% |
| Participation rate | 0.0% | 76.9%-76.9pp | 72.9%-72.9pp | 80.3%-80.3pp |
| Annual return | 17.12% | 7194.07%-7177.0pp | 3517.41%-3500.3pp | 561.95%-544.8pp |
| Employer contribution / active EE | $2,220 | $3,071-27.7% | $2,733-18.7% | $4,661-52.4% |
| Participant deferral / active EE | $4,077 | $4,781-14.7% | $4,000+1.9% | $6,689-39.0% |
| Admin fee / account holder | $0 | $5,538-100.0% | $3,999-100.0% | $13,398-100.0% |