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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 | $158,817-100.0% | $121,205-100.0% | $135,377-100.0% |
| Participation rate | 0.0% | 79.3%-79.3pp | 71.8%-71.8pp | 82.6%-82.6pp |
| Annual return | -6.28% | -0.64%-5.6pp | 16.93%-23.2pp | 519.75%-526.0pp |
| Employer contribution / active EE | $6,633 | $5,665+17.1% | $4,022+64.9% | $4,779+38.8% |
| Participant deferral / active EE | $1,667 | $4,005-58.4% | $3,345-50.2% | $5,609-70.3% |
| Admin fee / account holder | $0 | $6,512-100.0% | $5,020-100.0% | $10,828-100.0% |