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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 | $97,648-100.0% | $121,663-100.0% | $87,485-100.0% |
| Participation rate | 0.0% | 70.5%-70.5pp | 74.5%-74.5pp | 68.9%-68.9pp |
| Annual return | 17.11% | 18.03%-0.9pp | 147.54%-130.4pp | 26.06%-8.9pp |
| Employer contribution / active EE | $2,494 | $2,300+8.4% | $3,020-17.4% | $2,596-3.9% |
| Participant deferral / active EE | $4,444 | $3,923+13.3% | $4,887-9.1% | $4,274+4.0% |
| Admin fee / account holder | $0 | $11,100-100.0% | $14,289-100.0% | $7,775-100.0% |