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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 | $73,940-100.0% | $96,496-100.0% | $75,173-100.0% |
| Participation rate | 0.0% | 66.4%-66.4pp | 74.3%-74.3pp | 67.2%-67.2pp |
| Annual return | 54.24% | 26.71%+27.5pp | 35.70%+18.5pp | 160.65%-106.4pp |
| Employer contribution / active EE | $3,269 | $2,929+11.6% | $3,738-12.6% | $2,670+22.4% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,879-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $5,216-100.0% | $6,731-100.0% | $5,651-100.0% |