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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 | $110,212-100.0% | $96,534-100.0% | $139,466-100.0% |
| Participation rate | 0.0% | 78.1%-78.1pp | 76.0%-76.0pp | 80.3%-80.3pp |
| Annual return | 213.34% | 26.42%+186.9pp | 25.88%+187.5pp | 373.66%-160.3pp |
| Employer contribution / active EE | $955 | $3,620-73.6% | $2,965-67.8% | $4,754-79.9% |
| Participant deferral / active EE | $1,831 | $5,547-67.0% | $4,851-62.3% | $6,712-72.7% |
| Admin fee / account holder | $0 | $11,599-100.0% | $8,253-100.0% | $11,409-100.0% |