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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 | $48,076-100.0% | $78,690-100.0% | $62,891-100.0% |
| Participation rate | 0.0% | 65.2%-65.2pp | 73.6%-73.6pp | 69.3%-69.3pp |
| Annual return | 5.62% | 31.35%-25.7pp | 62.18%-56.6pp | 20.14%-14.5pp |
| Employer contribution / active EE | $1,856 | $2,015-7.9% | $2,851-34.9% | $2,281-18.6% |
| Participant deferral / active EE | $3,462 | $2,588+33.8% | $3,517-1.6% | $3,203+8.1% |
| Admin fee / account holder | $0 | $3,207-100.0% | $4,511-100.0% | $4,296-100.0% |