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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 | $41,515 | $211,946-80.4% | $169,452-75.5% | $135,380-69.3% |
| Participation rate | 0.0% | 82.6%-82.6pp | 77.8%-77.8pp | 82.6%-82.6pp |
| Annual return | -4.85% | 3.26%-8.1pp | 1.83%-6.7pp | 519.81%-524.7pp |
| Employer contribution / active EE | $4,934 | $5,117-3.6% | $4,157+18.7% | $4,779+3.2% |
| Participant deferral / active EE | $0 | $6,075-100.0% | $5,277-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $11,472-100.0% | $9,110-100.0% | $10,828-100.0% |