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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 | $133,998-100.0% | $112,263-100.0% | $134,545-100.0% |
| Participation rate | 0.0% | 78.6%-78.6pp | 75.1%-75.1pp | 81.2%-81.2pp |
| Annual return | -16.75% | 47.17%-63.9pp | 27.49%-44.2pp | 418.37%-435.1pp |
| Employer contribution / active EE | $7,587 | $4,040+87.8% | $3,636+108.7% | $4,742+60.0% |
| Participant deferral / active EE | $13,000 | $5,292+145.6% | $4,729+174.9% | $6,401+103.1% |
| Admin fee / account holder | $0 | $7,493-100.0% | $6,410-100.0% | $11,431-100.0% |