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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 | $93,098-100.0% | $77,081-100.0% | $134,509-100.0% |
| Participation rate | 0.0% | 74.5%-74.5pp | 67.9%-67.9pp | 81.2%-81.2pp |
| Annual return | -6.75% | 62.63%-69.4pp | 42.33%-49.1pp | 418.13%-424.9pp |
| Employer contribution / active EE | $17,165 | $3,419+402.0% | $2,813+510.1% | $4,741+262.1% |
| Participant deferral / active EE | $14,231 | $5,239+171.6% | $4,428+221.4% | $6,400+122.3% |
| Admin fee / account holder | $0 | $6,945-100.0% | $5,427-100.0% | $11,427-100.0% |