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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 | $176,402-100.0% | $134,162-100.0% | $158,966-100.0% |
| Participation rate | 0.0% | 78.7%-78.7pp | 72.2%-72.2pp | 82.0%-82.0pp |
| Annual return | 20.52% | 63.66%-43.1pp | 36.35%-15.8pp | 302.95%-282.4pp |
| Employer contribution / active EE | $3,520 | $5,042-30.2% | $3,705-5.0% | $4,762-26.1% |
| Participant deferral / active EE | $17,875 | $4,093+336.8% | $3,500+410.8% | $5,983+198.8% |
| Admin fee / account holder | $0 | $8,719-100.0% | $6,685-100.0% | $11,250-100.0% |