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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 | $31,679-100.0% | $74,723-100.0% | $65,186-100.0% |
| Participation rate | 0.0% | 40.4%-40.4pp | 54.5%-54.5pp | 70.2%-70.2pp |
| Annual return | 22.22% | 39.04%-16.8pp | 753.18%-731.0pp | 29.39%-7.2pp |
| Employer contribution / active EE | $711 | $566+25.5% | $1,084-34.5% | $2,177-67.4% |
| Participant deferral / active EE | $1,270 | $1,191+6.6% | $1,962-35.3% | $3,514-63.9% |
| Admin fee / account holder | $0 | $379-100.0% | $3,335-100.0% | $847-100.0% |