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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 | $109,872-100.0% | $98,483-100.0% | $167,536-100.0% |
| Participation rate | 0.0% | 75.8%-75.8pp | 73.3%-73.3pp | 82.1%-82.1pp |
| Annual return | 23.41% | 1959.31%-1935.9pp | 1494.38%-1471.0pp | 478.82%-455.4pp |
| Employer contribution / active EE | $6,250 | $3,225+93.8% | $2,961+111.1% | $4,839+29.2% |
| Participant deferral / active EE | $0 | $4,673-100.0% | $4,276-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $6,757-100.0% | $5,953-100.0% | $12,315-100.0% |