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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 | $100,073-100.0% | $85,126-100.0% | $145,877-100.0% |
| Participation rate | 0.0% | 74.1%-74.1pp | 67.5%-67.5pp | 80.3%-80.3pp |
| Annual return | 23.85% | 84.11%-60.3pp | 66.63%-42.8pp | 551.28%-527.4pp |
| Employer contribution / active EE | $7,446 | $3,236+130.1% | $2,731+172.6% | $4,663+59.7% |
| Participant deferral / active EE | $8,036 | $5,294+51.8% | $4,523+77.6% | $6,691+20.1% |
| Admin fee / account holder | $0 | $7,261-100.0% | $6,160-100.0% | $13,402-100.0% |