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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 | $100,194-100.0% | $122,979-100.0% | $86,983-100.0% |
| Participation rate | 0.0% | 73.0%-73.0pp | 77.2%-77.2pp | 69.5%-69.5pp |
| Annual return | 13.74% | 16.47%-2.7pp | 20.12%-6.4pp | 25.83%-12.1pp |
| Employer contribution / active EE | $3,120 | $2,326+34.1% | $3,062+1.9% | $2,584+20.7% |
| Participant deferral / active EE | $2,591 | $4,133-37.3% | $5,003-48.2% | $4,194-38.2% |
| Admin fee / account holder | $0 | $10,148-100.0% | $12,864-100.0% | $7,856-100.0% |