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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 | $97,761-100.0% | $83,850-100.0% | $135,382-100.0% |
| Participation rate | 0.0% | 80.0%-80.0pp | 76.1%-76.1pp | 82.6%-82.6pp |
| Annual return | -0.72% | 1287.44%-1288.2pp | 850.92%-851.6pp | 519.77%-520.5pp |
| Employer contribution / active EE | $1,482 | $4,222-64.9% | $3,631-59.2% | $4,779-69.0% |
| Participant deferral / active EE | $2,345 | $4,682-49.9% | $4,082-42.6% | $5,609-58.2% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,829-100.0% |