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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 | $76,634-100.0% | $56,054-100.0% | $145,978-100.0% |
| Participation rate | 0.0% | 63.2%-63.2pp | 52.5%-52.5pp | 80.3%-80.3pp |
| Annual return | 0.00% | 3004.33%-3004.3pp | 1705.95%-1705.9pp | 550.52%-550.5pp |
| Employer contribution / active EE | $675 | $1,380-51.1% | $1,039-35.0% | $4,662-85.5% |
| Participant deferral / active EE | $6,730 | $2,622+156.6% | $1,952+244.7% | $6,690+0.6% |
| Admin fee / account holder | $0 | $3,321-100.0% | $2,822-100.0% | $13,400-100.0% |