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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 | $190,916-100.0% | $160,037-100.0% | $134,545-100.0% |
| Participation rate | 0.0% | 82.0%-82.0pp | 78.0%-78.0pp | 81.2%-81.2pp |
| Annual return | -7.22% | 552.79%-560.0pp | 408.95%-416.2pp | 418.37%-425.6pp |
| Employer contribution / active EE | $13,354 | $4,996+167.3% | $4,226+216.0% | $4,742+181.6% |
| Participant deferral / active EE | $9,649 | $6,925+39.3% | $6,184+56.0% | $6,401+50.7% |
| Admin fee / account holder | $0 | $10,497-100.0% | $8,716-100.0% | $11,431-100.0% |