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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 | $289,211-100.0% | $260,467-100.0% | $198,609-100.0% |
| Participation rate | 0.0% | 83.1%-83.1pp | 80.5%-80.5pp | 82.4%-82.4pp |
| Annual return | 0.00% | 112.90%-112.9pp | 100.60%-100.6pp | 202.70%-202.7pp |
| Employer contribution / active EE | $1,577 | $4,663-66.2% | $4,239-62.8% | $5,055-68.8% |
| Participant deferral / active EE | $7,094 | $6,812+4.1% | $6,319+12.2% | $6,977+1.7% |
| Admin fee / account holder | $0 | $16,236-100.0% | $15,461-100.0% | $19,030-100.0% |