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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 | $116,167-100.0% | $64,489-100.0% | $137,256-100.0% |
| Participation rate | 0.0% | 68.2%-68.2pp | 67.7%-67.7pp | 80.0%-80.0pp |
| Annual return | 18.91% | 36.55%-17.6pp | 55.03%-36.1pp | 220.34%-201.4pp |
| Employer contribution / active EE | $3,237 | $2,483+30.4% | $1,523+112.5% | $4,156-22.1% |
| Participant deferral / active EE | $8,091 | $4,215+92.0% | $2,778+191.2% | $6,407+26.3% |
| Admin fee / account holder | $0 | $6,188-100.0% | $4,260-100.0% | $12,270-100.0% |