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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 | $103,038-100.0% | $90,324-100.0% | $152,909-100.0% |
| Participation rate | 0.0% | 75.9%-75.9pp | 73.3%-73.3pp | 82.5%-82.5pp |
| Annual return | 29.06% | 95.25%-66.2pp | 78.15%-49.1pp | 345.46%-316.4pp |
| Employer contribution / active EE | $1,692 | $3,141-46.1% | $2,856-40.8% | $4,764-64.5% |
| Participant deferral / active EE | $2,845 | $4,282-33.5% | $3,885-26.8% | $5,851-51.4% |
| Admin fee / account holder | $0 | $6,177-100.0% | $5,356-100.0% | $11,601-100.0% |