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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 | $142,392-100.0% | $119,622-100.0% | $134,532-100.0% |
| Participation rate | 0.0% | 82.8%-82.8pp | 79.3%-79.3pp | 81.2%-81.2pp |
| Annual return | -16.11% | -12.46%-3.6pp | -14.98%-1.1pp | 418.27%-434.4pp |
| Employer contribution / active EE | $1,491 | $5,224-71.5% | $4,232-64.8% | $4,741-68.6% |
| Participant deferral / active EE | $5,819 | $6,467-10.0% | $5,601+3.9% | $6,401-9.1% |
| Admin fee / account holder | $0 | $13,593-100.0% | $10,328-100.0% | $11,429-100.0% |