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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 | $72,177-100.0% | $115,037-100.0% | $59,633-100.0% |
| Participation rate | 0.0% | 72.6%-72.6pp | 81.4%-81.4pp | 68.7%-68.7pp |
| Annual return | -0.72% | 12.02%-12.7pp | 26.14%-26.9pp | 2041.40%-2042.1pp |
| Employer contribution / active EE | $5,218 | $2,841+83.7% | $4,608+13.2% | $2,203+136.9% |
| Participant deferral / active EE | $6,997 | $4,783+46.3% | $6,026+16.1% | $3,192+119.2% |
| Admin fee / account holder | $0 | $4,927-100.0% | $8,175-100.0% | $4,297-100.0% |