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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 | $86,938-100.0% | $102,423-100.0% | $80,925-100.0% |
| Participation rate | 0.0% | 72.4%-72.4pp | 76.5%-76.5pp | 67.7%-67.7pp |
| Annual return | 14.90% | 18.89%-4.0pp | 29.42%-14.5pp | 35.65%-20.8pp |
| Employer contribution / active EE | $2,414 | $2,369+1.9% | $3,023-20.1% | $2,756-12.4% |
| Participant deferral / active EE | $5,540 | $4,120+34.4% | $5,054+9.6% | $4,299+28.9% |
| Admin fee / account holder | $0 | $8,053-100.0% | $9,455-100.0% | $6,940-100.0% |