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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 | $99,345-100.0% | $84,753-100.0% | $273,972-100.0% |
| Participation rate | 0.0% | 80.7%-80.7pp | 76.6%-76.6pp | 83.0%-83.0pp |
| Annual return | 3.23% | 22.93%-19.7pp | 22.78%-19.6pp | 41.46%-38.2pp |
| Employer contribution / active EE | $749 | $4,214-82.2% | $3,574-79.1% | $4,869-84.6% |
| Participant deferral / active EE | $1,497 | $4,270-64.9% | $3,712-59.7% | $5,287-71.7% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |