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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 | $180,749-100.0% | $160,784-100.0% | $137,256-100.0% |
| Participation rate | 0.0% | 80.0%-80.0pp | 77.0%-77.0pp | 80.0%-80.0pp |
| Annual return | 0.00% | 2234.46%-2234.5pp | 1803.92%-1803.9pp | 220.34%-220.3pp |
| Employer contribution / active EE | $1,577 | $4,155-62.1% | $3,733-57.8% | $4,156-62.1% |
| Participant deferral / active EE | $7,094 | $6,844+3.6% | $6,293+12.7% | $6,407+10.7% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |