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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 | $135,645-100.0% | $110,243-100.0% | $135,380-100.0% |
| Participation rate | 0.0% | 83.5%-83.5pp | 79.8%-79.8pp | 82.6%-82.6pp |
| Annual return | -8.10% | 513.24%-521.3pp | 314.76%-322.9pp | 519.81%-527.9pp |
| Employer contribution / active EE | $3,692 | $4,907-24.8% | $3,827-3.5% | $4,779-22.8% |
| Participant deferral / active EE | $5,731 | $5,507+4.1% | $4,672+22.7% | $5,609+2.2% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |