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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 | $136,860-100.0% | $120,344-100.0% | $154,746-100.0% |
| Participation rate | 0.0% | 79.9%-79.9pp | 76.7%-76.7pp | 80.7%-80.7pp |
| Annual return | 15.45% | 21.38%-5.9pp | 20.30%-4.9pp | 172.34%-156.9pp |
| Employer contribution / active EE | $3,501 | $3,533-0.9% | $3,020+15.9% | $4,379-20.1% |
| Participant deferral / active EE | $5,215 | $5,793-10.0% | $5,135+1.6% | $6,730-22.5% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,742-100.0% | $14,365-100.0% |