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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 | $114,712-100.0% | $173,730-100.0% | $87,485-100.0% |
| Participation rate | 0.0% | 73.0%-73.0pp | 79.6%-79.6pp | 68.9%-68.9pp |
| Annual return | 12.00% | 20.18%-8.2pp | 19.96%-8.0pp | 26.06%-14.1pp |
| Employer contribution / active EE | $22,888 | $2,904+688.1% | $4,577+400.0% | $2,596+781.6% |
| Participant deferral / active EE | $3,064 | $4,642-34.0% | $6,326-51.6% | $4,274-28.3% |
| Admin fee / account holder | $0 | $10,210-100.0% | $17,523-100.0% | $7,775-100.0% |