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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 | $106,247-100.0% | $96,515-100.0% | $139,466-100.0% |
| Participation rate | 0.0% | 77.8%-77.8pp | 74.3%-74.3pp | 80.3%-80.3pp |
| Annual return | 20.10% | 38.47%-18.4pp | 35.73%-15.6pp | 373.66%-353.6pp |
| Employer contribution / active EE | $2,320 | $4,106-43.5% | $3,740-38.0% | $4,754-51.2% |
| Participant deferral / active EE | $4,746 | $5,456-13.0% | $4,880-2.7% | $6,712-29.3% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |