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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 | $96,691-100.0% | $86,656-100.0% | $139,487-100.0% |
| Participation rate | 0.0% | 74.4%-74.4pp | 71.7%-71.7pp | 80.3%-80.3pp |
| Annual return | 14.91% | 106.87%-92.0pp | 593.09%-578.2pp | 373.84%-358.9pp |
| Employer contribution / active EE | $8,042 | $3,267+146.2% | $3,025+165.8% | $4,755+69.1% |
| Participant deferral / active EE | $3,672 | $4,838-24.1% | $4,439-17.3% | $6,713-45.3% |
| Admin fee / account holder | $0 | $6,414-100.0% | $5,619-100.0% | $11,407-100.0% |