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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 | $112,915-100.0% | $90,965-100.0% | $158,950-100.0% |
| Participation rate | 0.0% | 74.7%-74.7pp | 69.0%-69.0pp | 82.0%-82.0pp |
| Annual return | 0.00% | 215.75%-215.8pp | 134.57%-134.6pp | 302.91%-302.9pp |
| Employer contribution / active EE | $16,293 | $2,894+463.0% | $2,122+667.7% | $4,762+242.1% |
| Participant deferral / active EE | $9,000 | $4,128+118.0% | $3,373+166.8% | $5,983+50.4% |
| Admin fee / account holder | $0 | $8,044-100.0% | $5,960-100.0% | $11,248-100.0% |