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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 | $106,247-100.0% | $96,515-100.0% | $139,466-100.0% |
| Participation rate | 0.0% | 77.8%-77.8pp | 74.3%-74.3pp | 80.3%-80.3pp |
| Annual return | 13.59% | 38.47%-24.9pp | 35.73%-22.1pp | 373.66%-360.1pp |
| Employer contribution / active EE | $8,129 | $4,106+98.0% | $3,740+117.4% | $4,754+71.0% |
| Participant deferral / active EE | $5,136 | $5,456-5.9% | $4,880+5.3% | $6,712-23.5% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |