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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 | $93,064-100.0% | $74,577-100.0% | $273,972-100.0% |
| Participation rate | 0.0% | 74.9%-74.9pp | 68.1%-68.1pp | 83.0%-83.0pp |
| Annual return | 4.06% | 26.18%-22.1pp | 20.47%-16.4pp | 41.46%-37.4pp |
| Employer contribution / active EE | $1,166 | $3,160-63.1% | $2,525-53.8% | $4,869-76.1% |
| Participant deferral / active EE | $1,927 | $4,160-53.7% | $3,458-44.3% | $5,287-63.6% |
| Admin fee / account holder | $0 | $5,273-100.0% | $4,138-100.0% | $10,133-100.0% |