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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 | $152,591-100.0% | $117,529-100.0% | $134,545-100.0% |
| Participation rate | 0.0% | 77.1%-77.1pp | 70.6%-70.6pp | 81.2%-81.2pp |
| Annual return | -9.75% | 53.04%-62.8pp | 29.77%-39.5pp | 418.37%-428.1pp |
| Employer contribution / active EE | $677 | $5,576-87.9% | $4,179-83.8% | $4,742-85.7% |
| Participant deferral / active EE | $726 | $4,821-84.9% | $4,072-82.2% | $6,401-88.7% |
| Admin fee / account holder | $0 | $7,004-100.0% | $5,645-100.0% | $11,431-100.0% |