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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 | $98,463-100.0% | $119,258-100.0% | $85,847-100.0% |
| Participation rate | 0.0% | 77.6%-77.6pp | 82.7%-82.7pp | 69.3%-69.3pp |
| Annual return | 19.09% | 38.53%-19.4pp | 30.69%-11.6pp | 318.61%-299.5pp |
| Employer contribution / active EE | $3,398 | $3,698-8.1% | $4,384-22.5% | $2,565+32.5% |
| Participant deferral / active EE | $0 | $4,942-100.0% | $6,111-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $7,493-100.0% | $7,226-100.0% | $6,261-100.0% |