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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 | $190,879-100.0% | $160,009-100.0% | $134,532-100.0% |
| Participation rate | 0.0% | 82.0%-82.0pp | 78.0%-78.0pp | 81.2%-81.2pp |
| Annual return | -13.09% | 552.63%-565.7pp | 408.85%-421.9pp | 418.27%-431.4pp |
| Employer contribution / active EE | $14,512 | $4,995+190.5% | $4,225+243.5% | $4,741+206.1% |
| Participant deferral / active EE | $7,088 | $6,924+2.4% | $6,183+14.6% | $6,401+10.7% |
| Admin fee / account holder | $0 | $10,495-100.0% | $8,715-100.0% | $11,429-100.0% |