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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 | $167,504-100.0% | $151,628-100.0% | $134,509-100.0% |
| Participation rate | 0.0% | 88.4%-88.4pp | 87.5%-87.5pp | 81.2%-81.2pp |
| Annual return | -10.43% | 7.81%-18.2pp | 3.34%-13.8pp | 418.13%-428.6pp |
| Employer contribution / active EE | $38,500 | $6,828+463.9% | $6,165+524.5% | $4,741+712.1% |
| Participant deferral / active EE | $27,000 | $8,985+200.5% | $8,363+222.9% | $6,400+321.9% |
| Admin fee / account holder | $0 | $13,779-100.0% | $11,613-100.0% | $11,427-100.0% |