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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 | $85,766-100.0% | $136,298-100.0% | $70,126-100.0% |
| Participation rate | 0.0% | 74.2%-74.2pp | 81.9%-81.9pp | 69.5%-69.5pp |
| Annual return | 21.40% | 31.46%-10.1pp | 5156.27%-5134.9pp | 73.15%-51.8pp |
| Employer contribution / active EE | $1,743 | $2,966-41.2% | $4,696-62.9% | $2,343-25.6% |
| Participant deferral / active EE | $4,396 | $5,051-13.0% | $6,247-29.6% | $3,332+31.9% |
| Admin fee / account holder | $0 | $5,421-100.0% | $9,244-100.0% | $4,645-100.0% |