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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 | $96,562-100.0% | $80,976-100.0% | $273,965-100.0% |
| Participation rate | 0.0% | 79.1%-79.1pp | 75.8%-75.8pp | 83.0%-83.0pp |
| Annual return | 6.85% | 15.14%-8.3pp | 17.10%-10.3pp | 41.45%-34.6pp |
| Employer contribution / active EE | $3,118 | $4,868-36.0% | $3,714-16.1% | $4,869-36.0% |
| Participant deferral / active EE | $4,193 | $6,597-36.4% | $5,696-26.4% | $5,287-20.7% |
| Admin fee / account holder | $0 | $7,493-100.0% | $5,516-100.0% | $10,132-100.0% |