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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 | $176,786-100.0% | $146,643-100.0% | $167,536-100.0% |
| Participation rate | 0.0% | 83.6%-83.6pp | 80.1%-80.1pp | 82.1%-82.1pp |
| Annual return | 22.86% | 24.04%-1.2pp | 22.75%+0.1pp | 478.82%-456.0pp |
| Employer contribution / active EE | $2,069 | $5,161-59.9% | $4,137-50.0% | $4,839-57.2% |
| Participant deferral / active EE | $2,276 | $6,440-64.7% | $5,506-58.7% | $6,342-64.1% |
| Admin fee / account holder | $0 | $13,262-100.0% | $10,280-100.0% | $12,315-100.0% |