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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 | 24.46% | 2672.78%-2648.3pp | 591.91%-567.5pp | 160.69%-136.2pp |
| Employer contribution / active EE | $16,355 | $2,315+606.3% | $3,023+440.9% | $2,671+512.4% |
| Participant deferral / active EE | $10,268 | $3,319+209.4% | $4,437+131.4% | $4,126+148.9% |
| Admin fee / account holder | $0 | $4,114-100.0% | $5,613-100.0% | $5,650-100.0% |