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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 | $233,029-100.0% | $133,346-100.0% | - |
| Participation rate | 0.0% | 65.5%-65.5pp | 72.8%-72.8pp | - |
| Annual return | 12.77% | 5.57%+7.2pp | 36.85%-24.1pp | - |
| Employer contribution / active EE | $1,459 | $2,250-35.2% | $2,853-48.9% | - |
| Participant deferral / active EE | $3,944 | $4,212-6.4% | $4,332-9.0% | - |
| Admin fee / account holder | $0 | $49,244-100.0% | $14,264-100.0% | - |