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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 | $94,439-100.0% | $73,658-100.0% | $154,746-100.0% |
| Participation rate | 0.0% | 64.7%-64.7pp | 57.0%-57.0pp | 80.7%-80.7pp |
| Annual return | 2.61% | 28.25%-25.6pp | 29.72%-27.1pp | 172.34%-169.7pp |
| Employer contribution / active EE | $0 | $1,257-100.0% | $1,032-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,020 | $2,527+59.1% | $2,062+95.0% | $6,730-40.3% |
| Admin fee / account holder | $0 | $3,843-100.0% | $3,357-100.0% | $14,365-100.0% |