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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 | $67,396-100.0% | $60,919-100.0% | $134,545-100.0% |
| Participation rate | 0.0% | 76.2%-76.2pp | 73.1%-73.1pp | 81.2%-81.2pp |
| Annual return | -13.06% | 50.12%-63.2pp | 16.96%-30.0pp | 418.37%-431.4pp |
| Employer contribution / active EE | $1,274 | $3,101-58.9% | $2,704-52.9% | $4,742-73.1% |
| Participant deferral / active EE | $1,274 | $4,534-71.9% | $3,814-66.6% | $6,401-80.1% |
| Admin fee / account holder | $0 | $4,590-100.0% | $3,228-100.0% | $11,431-100.0% |