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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 | $138,114-100.0% | $125,391-100.0% | $134,545-100.0% |
| Participation rate | 0.0% | 84.5%-84.5pp | 82.4%-82.4pp | 81.2%-81.2pp |
| Annual return | -12.12% | 750.88%-763.0pp | 572.41%-584.5pp | 418.37%-430.5pp |
| Employer contribution / active EE | $3,917 | $5,246-25.3% | $4,816-18.7% | $4,742-17.4% |
| Participant deferral / active EE | $13,500 | $7,801+73.1% | $7,448+81.3% | $6,401+110.9% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |