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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 | $162,136-100.0% | $152,301-100.0% | $154,746-100.0% |
| Participation rate | 0.0% | 84.1%-84.1pp | 82.4%-82.4pp | 80.7%-80.7pp |
| Annual return | 18.76% | 91.02%-72.3pp | 80.50%-61.7pp | 172.34%-153.6pp |
| Employer contribution / active EE | $2,703 | $4,890-44.7% | $4,624-41.5% | $4,379-38.3% |
| Participant deferral / active EE | $6,202 | $8,341-25.6% | $8,004-22.5% | $6,730-7.8% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |