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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 | $239,436-100.0% | $227,282-100.0% | $286,788-100.0% |
| Participation rate | 0.0% | 42.0%-42.0pp | 35.4%-35.4pp | 37.6%-37.6pp |
| Annual return | 13.65% | 10.53%+3.1pp | 10.75%+2.9pp | 9.30%+4.3pp |
| Employer contribution / active EE | $65,675 | $37,410+75.6% | $35,170+86.7% | $43,748+50.1% |
| Participant deferral / active EE | $5,470 | $82+6589.7% | $82+6556.7% | $83+6504.7% |
| Admin fee / account holder | $0 | $4,800-100.0% | $4,611-100.0% | $12,596-100.0% |