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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 | $57,312-100.0% | $86,617-100.0% | $75,181-100.0% |
| Participation rate | 0.0% | 63.2%-63.2pp | 71.7%-71.7pp | 67.2%-67.2pp |
| Annual return | 14.39% | 2672.78%-2658.4pp | 591.91%-577.5pp | 160.69%-146.3pp |
| Employer contribution / active EE | $692 | $2,315-70.1% | $3,023-77.1% | $2,671-74.1% |
| Participant deferral / active EE | $1,102 | $3,319-66.8% | $4,437-75.2% | $4,126-73.3% |
| Admin fee / account holder | $0 | $4,114-100.0% | $5,613-100.0% | $5,650-100.0% |