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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 | $97,761-100.0% | $83,850-100.0% | $135,382-100.0% |
| Participation rate | 0.0% | 80.0%-80.0pp | 76.1%-76.1pp | 82.6%-82.6pp |
| Annual return | -5.15% | 1287.44%-1292.6pp | 850.92%-856.1pp | 519.77%-524.9pp |
| Employer contribution / active EE | $4,265 | $4,222+1.0% | $3,631+17.5% | $4,779-10.8% |
| Participant deferral / active EE | $17,279 | $4,682+269.0% | $4,082+323.3% | $5,609+208.1% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,829-100.0% |