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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 | $57,305-100.0% | $86,640-100.0% | $75,173-100.0% |
| Participation rate | 0.0% | 63.2%-63.2pp | 71.7%-71.7pp | 67.2%-67.2pp |
| Annual return | 24.46% | 2674.24%-2649.8pp | 592.52%-568.1pp | 160.72%-136.3pp |
| Employer contribution / active EE | $16,355 | $2,316+606.1% | $3,024+440.8% | $2,671+512.3% |
| Participant deferral / active EE | $10,268 | $3,320+209.3% | $4,438+131.3% | $4,126+148.8% |
| Admin fee / account holder | $0 | $4,116-100.0% | $5,616-100.0% | $5,651-100.0% |