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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 | $101,763-100.0% | $164,866-100.0% | $80,874-100.0% |
| Participation rate | 0.0% | 71.8%-71.8pp | 78.6%-78.6pp | 67.6%-67.6pp |
| Annual return | 17.80% | 16.73%+1.1pp | 69.97%-52.2pp | 35.62%-17.8pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,343-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $12,095 | $4,477+170.2% | $6,033+100.5% | $4,297+181.5% |
| Admin fee / account holder | $0 | $8,228-100.0% | $12,689-100.0% | $6,935-100.0% |