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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 | $117,904-100.0% | $102,457-100.0% | $145,978-100.0% |
| Participation rate | 0.0% | 78.6%-78.6pp | 76.5%-76.5pp | 80.3%-80.3pp |
| Annual return | 13.24% | 31.80%-18.6pp | 29.41%-16.2pp | 550.52%-537.3pp |
| Employer contribution / active EE | $9,524 | $3,613+163.6% | $3,022+215.1% | $4,662+104.3% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,054-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $13,329-100.0% | $9,451-100.0% | $13,400-100.0% |