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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 | $76,371-100.0% | $93,621-100.0% | $72,976-100.0% |
| Participation rate | 0.0% | 71.8%-71.8pp | 75.8%-75.8pp | 69.5%-69.5pp |
| Annual return | 264.19% | 25.82%+238.4pp | 32.76%+231.4pp | 81.02%+183.2pp |
| Employer contribution / active EE | $9,635 | $2,276+323.4% | $2,719+254.4% | $2,440+294.9% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,070-100.0% | $3,608-100.0% |
| Admin fee / account holder | $0 | $6,839-100.0% | $7,890-100.0% | $5,124-100.0% |