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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 | $95,404-100.0% | $113,397-100.0% | $82,637-100.0% |
| Participation rate | 0.0% | 72.8%-72.8pp | 76.5%-76.5pp | 68.1%-68.1pp |
| Annual return | 13.74% | 19.08%-5.3pp | 23.20%-9.5pp | 53.51%-39.8pp |
| Employer contribution / active EE | $3,120 | $2,307+35.2% | $2,977+4.8% | $2,552+22.2% |
| Participant deferral / active EE | $2,591 | $4,220-38.6% | $5,076-49.0% | $4,126-37.2% |
| Admin fee / account holder | $0 | $9,168-100.0% | $11,957-100.0% | $7,339-100.0% |