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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 | $103,393-100.0% | $87,103-100.0% | $152,909-100.0% |
| Participation rate | 0.0% | 79.4%-79.4pp | 76.9%-76.9pp | 82.5%-82.5pp |
| Annual return | 19.57% | 28.10%-8.5pp | 28.19%-8.6pp | 345.46%-325.9pp |
| Employer contribution / active EE | $1,851 | $3,221-42.5% | $2,521-26.6% | $4,764-61.1% |
| Participant deferral / active EE | $3,865 | $4,778-19.1% | $4,049-4.5% | $5,851-34.0% |
| Admin fee / account holder | $0 | $12,195-100.0% | $7,491-100.0% | $11,601-100.0% |