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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 | $88,833-100.0% | $151,098-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 5.9%-5.9pp | 16.3%-16.3pp | 8.4%-8.4pp |
| Annual return | 16.90% | 12.41%+4.5pp | 11.31%+5.6pp | 18.35%-1.4pp |
| Employer contribution / active EE | $23,278 | $18,122+28.4% | $35,729-34.8% | $14,669+58.7% |
| Participant deferral / active EE | $4,504 | $427+955.0% | $237+1803.2% | $70+6368.5% |
| Admin fee / account holder | $0 | $6,633-100.0% | $20,124-100.0% | $9,141-100.0% |