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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 | $65,027-100.0% | $90,970-100.0% | $79,852-100.0% |
| Participation rate | 0.0% | 61.6%-61.6pp | 69.0%-69.0pp | 69.6%-69.6pp |
| Annual return | 20.21% | 30.45%-10.2pp | 134.58%-114.4pp | 31.72%-11.5pp |
| Employer contribution / active EE | $859 | $1,247-31.1% | $2,122-59.5% | $2,471-65.2% |
| Participant deferral / active EE | $1,571 | $2,512-37.4% | $3,373-53.4% | $3,740-58.0% |
| Admin fee / account holder | $0 | $4,535-100.0% | $5,960-100.0% | $5,306-100.0% |