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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 | $174,018-100.0% | $136,833-100.0% | $198,609-100.0% |
| Participation rate | 0.0% | 65.1%-65.1pp | 59.0%-59.0pp | 82.4%-82.4pp |
| Annual return | 2.61% | 35.16%-32.6pp | 35.32%-32.7pp | 202.70%-200.1pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $1,319-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $4,020 | $2,873+39.9% | $2,441+64.7% | $6,977-42.4% |
| Admin fee / account holder | $0 | $5,434-100.0% | $4,706-100.0% | $19,030-100.0% |