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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 | $118,708-100.0% | $98,920-100.0% | $158,982-100.0% |
| Participation rate | 0.0% | 77.8%-77.8pp | 76.0%-76.0pp | 82.0%-82.0pp |
| Annual return | 24.85% | 372.49%-347.6pp | 196.47%-171.6pp | 302.99%-278.1pp |
| Employer contribution / active EE | $823 | $3,334-75.3% | $2,689-69.4% | $4,763-82.7% |
| Participant deferral / active EE | $3,154 | $5,089-38.0% | $4,245-25.7% | $5,983-47.3% |
| Admin fee / account holder | $0 | $10,134-100.0% | $6,643-100.0% | $11,252-100.0% |