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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 | $82,324-100.0% | $68,803-100.0% | $134,545-100.0% |
| Participation rate | 0.0% | 75.1%-75.1pp | 69.0%-69.0pp | 81.2%-81.2pp |
| Annual return | -14.70% | -2.17%-12.5pp | -6.37%-8.3pp | 418.37%-433.1pp |
| Employer contribution / active EE | $8,320 | $3,302+152.0% | $2,656+213.3% | $4,742+75.5% |
| Participant deferral / active EE | $6,572 | $4,740+38.7% | $3,942+66.7% | $6,401+2.7% |
| Admin fee / account holder | $0 | $6,485-100.0% | $4,936-100.0% | $11,431-100.0% |