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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 | $79,961-100.0% | $98,462-100.0% | $75,177-100.0% |
| Participation rate | 0.0% | 70.4%-70.4pp | 75.2%-75.2pp | 67.2%-67.2pp |
| Annual return | 16.76% | 19.75%-3.0pp | 21.17%-4.4pp | 160.75%-144.0pp |
| Employer contribution / active EE | $9,402 | $2,264+315.3% | $3,049+208.4% | $2,671+252.0% |
| Participant deferral / active EE | $0 | $3,753-100.0% | $4,738-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $6,842-100.0% | $8,875-100.0% | $5,651-100.0% |