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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 | $81,664-100.0% | $70,476-100.0% | $158,966-100.0% |
| Participation rate | 0.0% | 77.7%-77.7pp | 75.1%-75.1pp | 82.0%-82.0pp |
| Annual return | 11.41% | 208.59%-197.2pp | 109.12%-97.7pp | 302.95%-291.5pp |
| Employer contribution / active EE | $652 | $3,219-79.7% | $2,738-76.2% | $4,762-86.3% |
| Participant deferral / active EE | $2,024 | $4,556-55.6% | $3,710-45.5% | $5,983-66.2% |
| Admin fee / account holder | $0 | $6,197-100.0% | $3,847-100.0% | $11,250-100.0% |