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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 | $70,587-100.0% | $124,694-100.0% | $85,851-100.0% |
| Participation rate | 0.0% | 64.4%-64.4pp | 74.6%-74.6pp | 69.3%-69.3pp |
| Annual return | 19.17% | 20688.83%-20669.7pp | 5144.82%-5125.6pp | 318.63%-299.5pp |
| Employer contribution / active EE | $1,683 | $1,913-12.0% | $3,325-49.4% | $2,565-34.4% |
| Participant deferral / active EE | $2,426 | $2,969-18.3% | $4,615-47.4% | $3,952-38.6% |
| Admin fee / account holder | $0 | $5,282-100.0% | $7,495-100.0% | $6,261-100.0% |