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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 | $48,053-100.0% | $84,628-100.0% | $72,975-100.0% |
| Participation rate | 0.0% | 57.6%-57.6pp | 68.2%-68.2pp | 69.5%-69.5pp |
| Annual return | 24.08% | 37.39%-13.3pp | 258.80%-234.7pp | 81.01%-56.9pp |
| Employer contribution / active EE | $936 | $1,602-41.6% | $2,653-64.7% | $2,440-61.6% |
| Participant deferral / active EE | $1,933 | $2,681-27.9% | $3,900-50.4% | $3,608-46.4% |
| Admin fee / account holder | $0 | $3,395-100.0% | $4,914-100.0% | $5,124-100.0% |