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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 | $234,190-100.0% | $180,320-100.0% | $198,609-100.0% |
| Participation rate | 0.0% | 77.1%-77.1pp | 71.5%-71.5pp | 82.4%-82.4pp |
| Annual return | 10.37% | 1057.44%-1047.1pp | 778.54%-768.2pp | 202.70%-192.3pp |
| Employer contribution / active EE | $721 | $5,258-86.3% | $4,108-82.5% | $5,055-85.7% |
| Participant deferral / active EE | $1,258 | $4,988-74.8% | $4,304-70.8% | $6,977-82.0% |
| Admin fee / account holder | $0 | $12,558-100.0% | $10,000-100.0% | $19,030-100.0% |