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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 | $68,398-100.0% | $94,664-100.0% | $75,173-100.0% |
| Participation rate | 0.0% | 76.1%-76.1pp | 80.8%-80.8pp | 67.2%-67.2pp |
| Annual return | 17.65% | 616.72%-599.1pp | 156.84%-139.2pp | 160.72%-143.1pp |
| Employer contribution / active EE | $1,770 | $2,701-34.5% | $3,673-51.8% | $2,671-33.7% |
| Participant deferral / active EE | $4,610 | $6,537-29.5% | $7,417-37.8% | $4,126+11.7% |
| Admin fee / account holder | $0 | $5,324-100.0% | $7,222-100.0% | $5,651-100.0% |