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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 | $100,805-100.0% | $86,698-100.0% | $134,532-100.0% |
| Participation rate | 0.0% | 79.0%-79.0pp | 76.6%-76.6pp | 81.2%-81.2pp |
| Annual return | -17.65% | 29.09%-46.7pp | 35.95%-53.6pp | 418.27%-435.9pp |
| Employer contribution / active EE | $2,334 | $3,490-33.1% | $2,837-17.7% | $4,741-50.8% |
| Participant deferral / active EE | $3,019 | $5,339-43.5% | $4,656-35.2% | $6,401-52.8% |
| Admin fee / account holder | $0 | $10,925-100.0% | $7,493-100.0% | $11,429-100.0% |