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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 | $132,099-100.0% | $115,599-100.0% | $138,895-100.0% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.3%-74.3pp | 79.9%-79.9pp |
| Annual return | 10.39% | 176.76%-166.4pp | 111.10%-100.7pp | 145.39%-135.0pp |
| Employer contribution / active EE | $5,085 | $3,416+48.9% | $2,955+72.1% | $4,194+21.2% |
| Participant deferral / active EE | $6,756 | $5,617+20.3% | $4,889+38.2% | $6,396+5.6% |
| Admin fee / account holder | $0 | $15,650-100.0% | $12,841-100.0% | $12,562-100.0% |