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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 | $56,484-100.0% | $169,452-100.0% | $64,173-100.0% |
| Participation rate | 0.0% | 64.5%-64.5pp | 77.8%-77.8pp | 69.6%-69.6pp |
| Annual return | 295.53% | -1.55%+297.1pp | 1.83%+293.7pp | 7.63%+287.9pp |
| Employer contribution / active EE | $1,431 | $1,832-21.9% | $4,157-65.6% | $2,381-39.9% |
| Participant deferral / active EE | $2,616 | $3,448-24.1% | $5,277-50.4% | $3,470-24.6% |
| Admin fee / account holder | $0 | $4,174-100.0% | $9,110-100.0% | $4,887-100.0% |