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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 | $138,078-100.0% | $125,363-100.0% | $134,509-100.0% |
| Participation rate | 0.0% | 84.5%-84.5pp | 82.4%-82.4pp | 81.2%-81.2pp |
| Annual return | -11.06% | 750.49%-761.6pp | 572.15%-583.2pp | 418.13%-429.2pp |
| Employer contribution / active EE | $34,159 | $5,245+551.3% | $4,815+609.5% | $4,741+620.6% |
| Participant deferral / active EE | $14,144 | $7,800+81.3% | $7,447+89.9% | $6,400+121.0% |
| Admin fee / account holder | $0 | $11,566-100.0% | $10,005-100.0% | $11,427-100.0% |