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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 | $135,639-100.0% | $110,241-100.0% | $135,382-100.0% |
| Participation rate | 0.0% | 83.5%-83.5pp | 79.8%-79.8pp | 82.6%-82.6pp |
| Annual return | -4.41% | 513.21%-517.6pp | 314.75%-319.2pp | 519.77%-524.2pp |
| Employer contribution / active EE | $2,958 | $4,907-39.7% | $3,827-22.7% | $4,779-38.1% |
| Participant deferral / active EE | $6,109 | $5,507+10.9% | $4,672+30.8% | $5,609+8.9% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,548-100.0% | $10,829-100.0% |