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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 | $167,030-100.0% | $135,768-100.0% | $155,188-100.0% |
| Participation rate | 0.0% | 76.2%-76.2pp | 71.1%-71.1pp | 80.8%-80.8pp |
| Annual return | 10.37% | 678.39%-668.0pp | 526.10%-515.7pp | 148.84%-138.5pp |
| Employer contribution / active EE | $721 | $4,132-82.6% | $3,394-78.8% | $4,248-83.0% |
| Participant deferral / active EE | $1,258 | $4,528-72.2% | $3,977-68.4% | $6,531-80.7% |
| Admin fee / account holder | $0 | $8,172-100.0% | $7,048-100.0% | $14,480-100.0% |