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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 | $149,040-100.0% | $120,225-100.0% | $137,256-100.0% |
| Participation rate | 0.0% | 75.4%-75.4pp | 69.6%-69.6pp | 80.0%-80.0pp |
| Annual return | 10.37% | 605.68%-595.3pp | 439.23%-428.9pp | 220.34%-210.0pp |
| Employer contribution / active EE | $721 | $4,350-83.4% | $3,475-79.3% | $4,156-82.7% |
| Participant deferral / active EE | $1,258 | $4,655-73.0% | $3,999-68.5% | $6,407-80.4% |
| Admin fee / account holder | $0 | $6,348-100.0% | $5,696-100.0% | $12,270-100.0% |