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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 | $95,895-100.0% | $79,576-100.0% | $134,509-100.0% |
| Participation rate | 0.0% | 75.0%-75.0pp | 69.5%-69.5pp | 81.2%-81.2pp |
| Annual return | -13.35% | -2.72%-10.6pp | 0.15%-13.5pp | 418.13%-431.5pp |
| Employer contribution / active EE | $6,247 | $3,128+99.7% | $2,413+158.9% | $4,741+31.8% |
| Participant deferral / active EE | $5,265 | $4,693+12.2% | $3,985+32.1% | $6,400-17.7% |
| Admin fee / account holder | $0 | $9,129-100.0% | $6,834-100.0% | $11,427-100.0% |