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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 | $142,409-100.0% | $119,634-100.0% | $134,545-100.0% |
| Participation rate | 0.0% | 82.8%-82.8pp | 79.3%-79.3pp | 81.2%-81.2pp |
| Annual return | -6.04% | -12.46%+6.4pp | -14.98%+8.9pp | 418.37%-424.4pp |
| Employer contribution / active EE | $4,966 | $5,224-4.9% | $4,232+17.3% | $4,742+4.7% |
| Participant deferral / active EE | $9,818 | $6,468+51.8% | $5,601+75.3% | $6,401+53.4% |
| Admin fee / account holder | $0 | $13,594-100.0% | $10,329-100.0% | $11,431-100.0% |