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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 | $111,814-100.0% | $103,374-100.0% | $145,959-100.0% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.5%-74.5pp | 80.3%-80.3pp |
| Annual return | 9.90% | 24.77%-14.9pp | 24.89%-15.0pp | 561.95%-552.0pp |
| Employer contribution / active EE | $3,008 | $4,214-28.6% | $3,869-22.2% | $4,661-35.5% |
| Participant deferral / active EE | $8,395 | $5,618+49.4% | $5,058+66.0% | $6,689+25.5% |
| Admin fee / account holder | $0 | $9,754-100.0% | $8,394-100.0% | $13,398-100.0% |