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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 | $160,059-100.0% | $140,019-100.0% | $135,380-100.0% |
| Participation rate | 0.0% | 88.5%-88.5pp | 87.5%-87.5pp | 82.6%-82.6pp |
| Annual return | -2.70% | 911.48%-914.2pp | 651.17%-653.9pp | 519.81%-522.5pp |
| Employer contribution / active EE | $3,719 | $6,420-42.1% | $5,605-33.7% | $4,779-22.2% |
| Participant deferral / active EE | $12,944 | $7,641+69.4% | $6,927+86.9% | $5,609+130.8% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |