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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 | $99,995-100.0% | $85,063-100.0% | $145,978-100.0% |
| Participation rate | 0.0% | 74.1%-74.1pp | 67.5%-67.5pp | 80.3%-80.3pp |
| Annual return | 12.38% | 83.99%-71.6pp | 66.54%-54.2pp | 550.52%-538.1pp |
| Employer contribution / active EE | $1,291 | $3,231-60.0% | $2,727-52.7% | $4,662-72.3% |
| Participant deferral / active EE | $5,162 | $5,295-2.5% | $4,523+14.1% | $6,690-22.8% |
| Admin fee / account holder | $0 | $7,255-100.0% | $6,155-100.0% | $13,400-100.0% |