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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 | $142,358-100.0% | $119,615-100.0% | $134,493-100.0% |
| Participation rate | 0.0% | 82.8%-82.8pp | 79.3%-79.3pp | 81.2%-81.2pp |
| Annual return | -14.49% | -12.46%-2.0pp | -14.98%+0.5pp | 418.01%-432.5pp |
| Employer contribution / active EE | $8,172 | $5,223+56.5% | $4,232+93.1% | $4,740+72.4% |
| Participant deferral / active EE | $8,190 | $6,470+26.6% | $5,602+46.2% | $6,400+28.0% |
| Admin fee / account holder | $0 | $13,585-100.0% | $10,324-100.0% | $11,425-100.0% |