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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 | $117,895-100.0% | $102,460-100.0% | $145,897-100.0% |
| Participation rate | 0.0% | 78.6%-78.6pp | 76.5%-76.5pp | 80.3%-80.3pp |
| Annual return | 9.71% | 31.92%-22.2pp | 29.47%-19.8pp | 552.29%-542.6pp |
| Employer contribution / active EE | $4,348 | $3,619+20.1% | $3,025+43.7% | $4,663-6.8% |
| Participant deferral / active EE | $2,672 | $5,736-53.4% | $5,056-47.2% | $6,689-60.1% |
| Admin fee / account holder | $0 | $13,353-100.0% | $9,460-100.0% | $13,390-100.0% |