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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 | $56,544-100.0% | $75,501-100.0% | $70,126-100.0% |
| Participation rate | 0.0% | 68.1%-68.1pp | 72.4%-72.4pp | 69.5%-69.5pp |
| Annual return | 14.41% | 23.59%-9.2pp | 27.35%-12.9pp | 73.15%-58.7pp |
| Employer contribution / active EE | $1,075 | $1,817-40.8% | $2,352-54.3% | $2,343-54.1% |
| Participant deferral / active EE | $1,605 | $2,580-37.8% | $3,142-48.9% | $3,332-51.8% |
| Admin fee / account holder | $0 | $3,827-100.0% | $5,801-100.0% | $4,645-100.0% |