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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 | $90,617-100.0% | $79,476-100.0% | $135,382-100.0% |
| Participation rate | 0.0% | 76.1%-76.1pp | 73.3%-73.3pp | 82.6%-82.6pp |
| Annual return | -3.61% | 977.57%-981.2pp | 718.21%-721.8pp | 519.77%-523.4pp |
| Employer contribution / active EE | $5,555 | $3,068+81.1% | $2,800+98.4% | $4,779+16.2% |
| Participant deferral / active EE | $14,257 | $4,050+252.0% | $3,704+284.9% | $5,609+154.2% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,829-100.0% |