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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 | $138,102-100.0% | $125,381-100.0% | $134,532-100.0% |
| Participation rate | 0.0% | 84.5%-84.5pp | 82.4%-82.4pp | 81.2%-81.2pp |
| Annual return | -14.64% | 750.73%-765.4pp | 572.31%-586.9pp | 418.27%-432.9pp |
| Employer contribution / active EE | $13,727 | $5,245+161.7% | $4,815+185.1% | $4,741+189.5% |
| Participant deferral / active EE | $13,500 | $7,801+73.1% | $7,448+81.3% | $6,401+110.9% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |