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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 | $117,124 | $81,233+44.2% | $155,567-24.7% | $80,874+44.8% |
| Participation rate | 0.0% | 66.2%-66.2pp | 78.2%-78.2pp | 67.6%-67.6pp |
| Annual return | 11.09% | 33.33%-22.2pp | 64.74%-53.6pp | 35.62%-24.5pp |
| Employer contribution / active EE | $8,508 | $3,101+174.4% | $4,674+82.0% | $2,756+208.7% |
| Participant deferral / active EE | $3,233 | $3,452-6.3% | $5,628-42.5% | $4,297-24.8% |
| Admin fee / account holder | $0 | $7,998-100.0% | $15,916-100.0% | $6,935-100.0% |