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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 | $135,905-100.0% | $126,068-100.0% | $198,609-100.0% |
| Participation rate | 0.0% | 85.6%-85.6pp | 84.7%-84.7pp | 82.4%-82.4pp |
| Annual return | 18.08% | 14.07%+4.0pp | 15.01%+3.1pp | 202.70%-184.6pp |
| Employer contribution / active EE | $3,473 | $4,245-18.2% | $3,968-12.5% | $5,055-31.3% |
| Participant deferral / active EE | $16,569 | $8,523+94.4% | $8,214+101.7% | $6,977+137.5% |
| Admin fee / account holder | $0 | $21,036-100.0% | $18,264-100.0% | $19,030-100.0% |