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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 | $99,957-100.0% | $149,745-100.0% | $73,497-100.0% |
| Participation rate | 0.0% | 75.7%-75.7pp | 82.5%-82.5pp | 70.7%-70.7pp |
| Annual return | 19.54% | 53.87%-34.3pp | 276.72%-257.2pp | 28.51%-9.0pp |
| Employer contribution / active EE | $1,557 | $3,191-51.2% | $4,646-66.5% | $2,270-31.4% |
| Participant deferral / active EE | $3,006 | $6,073-50.5% | $6,843-56.1% | $3,740-19.6% |
| Admin fee / account holder | $0 | $551-100.0% | $9,312-100.0% | $513-100.0% |