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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 | $109,620-100.0% | $148,496-100.0% | $94,015-100.0% |
| Participation rate | 0.0% | 71.3%-71.3pp | 76.0%-76.0pp | 70.8%-70.8pp |
| Annual return | 17.11% | 17.54%-0.4pp | 12.33%+4.8pp | 17.84%-0.7pp |
| Employer contribution / active EE | $2,494 | $2,618-4.7% | $3,497-28.7% | $2,790-10.6% |
| Participant deferral / active EE | $4,444 | $3,831+16.0% | $4,808-7.6% | $4,249+4.6% |
| Admin fee / account holder | $0 | $10,050-100.0% | $19,547-100.0% | $8,951-100.0% |