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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 | $142,409-100.0% | $119,634-100.0% | $134,545-100.0% |
| Participation rate | 0.0% | 82.8%-82.8pp | 79.3%-79.3pp | 81.2%-81.2pp |
| Annual return | -17.12% | -12.46%-4.7pp | -14.98%-2.1pp | 418.37%-435.5pp |
| Employer contribution / active EE | $1,766 | $5,224-66.2% | $4,232-58.3% | $4,742-62.8% |
| Participant deferral / active EE | $2,314 | $6,468-64.2% | $5,601-58.7% | $6,401-63.9% |
| Admin fee / account holder | $0 | $13,594-100.0% | $10,329-100.0% | $11,431-100.0% |