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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 | $88,583-100.0% | $88,497-100.0% | $273,972-100.0% |
| Participation rate | 0.0% | 83.5%-83.5pp | 82.4%-82.4pp | 83.0%-83.0pp |
| Annual return | 0.00% | 5.68%-5.7pp | 7.63%-7.6pp | 41.46%-41.5pp |
| Employer contribution / active EE | $2,072 | $4,502-54.0% | $4,036-48.7% | $4,869-57.4% |
| Participant deferral / active EE | $3,714 | $4,891-24.1% | $4,899-24.2% | $5,287-29.8% |
| Admin fee / account holder | $0 | $8,980-100.0% | $6,220-100.0% | $10,133-100.0% |