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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 | $99,032-100.0% | $80,022-100.0% | $135,380-100.0% |
| Participation rate | 0.0% | 78.4%-78.4pp | 75.8%-75.8pp | 82.6%-82.6pp |
| Annual return | -5.05% | 15.39%-20.4pp | 11.22%-16.3pp | 519.81%-524.9pp |
| Employer contribution / active EE | $3,551 | $3,043+16.7% | $2,468+43.9% | $4,779-25.7% |
| Participant deferral / active EE | $10,770 | $4,282+151.5% | $3,686+192.2% | $5,609+92.0% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,828-100.0% |