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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 | $100,139-100.0% | $85,187-100.0% | $145,884-100.0% |
| Participation rate | 0.0% | 74.1%-74.1pp | 67.5%-67.5pp | 80.3%-80.3pp |
| Annual return | 23.85% | 84.15%-60.3pp | 66.67%-42.8pp | 551.85%-528.0pp |
| Employer contribution / active EE | $7,446 | $3,238+130.0% | $2,732+172.5% | $4,662+59.7% |
| Participant deferral / active EE | $8,036 | $5,296+51.7% | $4,525+77.6% | $6,690+20.1% |
| Admin fee / account holder | $0 | $7,262-100.0% | $6,162-100.0% | $13,392-100.0% |