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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 | $92,766-100.0% | $82,763-100.0% | $134,545-100.0% |
| Participation rate | 0.0% | 75.2%-75.2pp | 72.6%-72.6pp | 81.2%-81.2pp |
| Annual return | -11.46% | 946.97%-958.4pp | 702.45%-713.9pp | 418.37%-429.8pp |
| Employer contribution / active EE | $941 | $3,273-71.3% | $3,008-68.7% | $4,742-80.2% |
| Participant deferral / active EE | $1,881 | $4,802-60.8% | $4,395-57.2% | $6,401-70.6% |
| Admin fee / account holder | $0 | $5,978-100.0% | $5,325-100.0% | $11,431-100.0% |