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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 | $107,030-100.0% | $73,550-100.0% | $147,586-100.0% |
| Participation rate | 0.0% | 66.4%-66.4pp | 54.9%-54.9pp | 82.8%-82.8pp |
| Annual return | 12.63% | 38.25%-25.6pp | -15.16%+27.8pp | 578.59%-566.0pp |
| Employer contribution / active EE | $2,635 | $1,760+49.7% | $1,219+116.1% | $4,876-46.0% |
| Participant deferral / active EE | $4,970 | $2,458+102.2% | $1,804+175.5% | $5,439-8.6% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,886-100.0% |