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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 | $60,128-100.0% | $90,440-100.0% | $79,852-100.0% |
| Participation rate | 0.0% | 65.0%-65.0pp | 72.7%-72.7pp | 69.6%-69.6pp |
| Annual return | 15.34% | 71.95%-56.6pp | 1294.38%-1279.0pp | 31.72%-16.4pp |
| Employer contribution / active EE | $4,102 | $2,068+98.3% | $3,263+25.7% | $2,471+66.0% |
| Participant deferral / active EE | $3,310 | $2,939+12.6% | $3,964-16.5% | $3,740-11.5% |
| Admin fee / account holder | $0 | $3,977-100.0% | $5,615-100.0% | $5,306-100.0% |