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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 | $138,068-100.0% | $125,358-100.0% | $134,493-100.0% |
| Participation rate | 0.0% | 84.5%-84.5pp | 82.4%-82.4pp | 81.2%-81.2pp |
| Annual return | -13.40% | 750.30%-763.7pp | 572.03%-585.4pp | 418.01%-431.4pp |
| Employer contribution / active EE | $8,648 | $5,244+64.9% | $4,814+79.6% | $4,740+82.4% |
| Participant deferral / active EE | $3,193 | $7,799-59.1% | $7,447-57.1% | $6,400-50.1% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,425-100.0% |