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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 | $91,179-100.0% | $178,499-100.0% | $79,852-100.0% |
| Participation rate | 0.0% | 69.2%-69.2pp | 81.9%-81.9pp | 69.6%-69.6pp |
| Annual return | 14.90% | 24.19%-9.3pp | 151.10%-136.2pp | 31.72%-16.8pp |
| Employer contribution / active EE | $1,405 | $3,256-56.9% | $5,011-72.0% | $2,471-43.2% |
| Participant deferral / active EE | $4,630 | $3,236+43.1% | $5,202-11.0% | $3,740+23.8% |
| Admin fee / account holder | $0 | $6,749-100.0% | $13,986-100.0% | $5,306-100.0% |