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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 | $72,273-100.0% | $101,275-100.0% | $79,856-100.0% |
| Participation rate | 0.0% | 68.5%-68.5pp | 75.8%-75.8pp | 69.6%-69.6pp |
| Annual return | 15.29% | 22.30%-7.0pp | 46.48%-31.2pp | 31.71%-16.4pp |
| Employer contribution / active EE | $5,072 | $2,691+88.5% | $3,660+38.6% | $2,471+105.2% |
| Participant deferral / active EE | $2,166 | $3,282-34.0% | $4,371-50.4% | $3,741-42.1% |
| Admin fee / account holder | $0 | $4,401-100.0% | $5,948-100.0% | $5,306-100.0% |