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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 | $165,939-100.0% | $122,354-100.0% | $147,586-100.0% |
| Participation rate | 0.0% | 79.6%-79.6pp | 71.6%-71.6pp | 82.8%-82.8pp |
| Annual return | 19.14% | 34.56%-15.4pp | 30.28%-11.1pp | 578.59%-559.5pp |
| Employer contribution / active EE | $65 | $5,754-98.9% | $4,051-98.4% | $4,876-98.7% |
| Participant deferral / active EE | $1,490 | $4,005-62.8% | $3,287-54.7% | $5,439-72.6% |
| Admin fee / account holder | $0 | $7,425-100.0% | $5,479-100.0% | $10,886-100.0% |