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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 | $167,522-100.0% | $151,639-100.0% | $134,532-100.0% |
| Participation rate | 0.0% | 88.4%-88.4pp | 87.5%-87.5pp | 81.2%-81.2pp |
| Annual return | -13.52% | 7.81%-21.3pp | 3.34%-16.9pp | 418.27%-431.8pp |
| Employer contribution / active EE | $4,309 | $6,828-36.9% | $6,165-30.1% | $4,741-9.1% |
| Participant deferral / active EE | $14,044 | $8,986+56.3% | $8,363+67.9% | $6,401+119.4% |
| Admin fee / account holder | $0 | $13,780-100.0% | $11,613-100.0% | $11,429-100.0% |