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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 | $96,524-100.0% | $75,900-100.0% | $152,909-100.0% |
| Participation rate | 0.0% | 76.2%-76.2pp | 69.3%-69.3pp | 82.5%-82.5pp |
| Annual return | 17.90% | 33.93%-16.0pp | 30.73%-12.8pp | 345.46%-327.6pp |
| Employer contribution / active EE | $8,551 | $3,311+158.3% | $2,501+241.9% | $4,764+79.5% |
| Participant deferral / active EE | $4,580 | $4,554+0.6% | $3,604+27.1% | $5,851-21.7% |
| Admin fee / account holder | $0 | $8,082-100.0% | $5,421-100.0% | $11,601-100.0% |