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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 | $81,504-100.0% | $102,437-100.0% | $80,959-100.0% |
| Participation rate | 0.0% | 66.9%-66.9pp | 74.5%-74.5pp | 67.7%-67.7pp |
| Annual return | 16.33% | 25.60%-9.3pp | 24.95%-8.6pp | 35.67%-19.3pp |
| Employer contribution / active EE | $5,570 | $3,104+79.5% | $3,871+43.9% | $2,757+102.0% |
| Participant deferral / active EE | $6,675 | $3,871+72.4% | $5,060+31.9% | $4,300+55.2% |
| Admin fee / account holder | $0 | $6,719-100.0% | $8,388-100.0% | $6,925-100.0% |