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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 | $80,985-100.0% | $96,576-100.0% | $75,181-100.0% |
| Participation rate | 0.0% | 71.8%-71.8pp | 76.0%-76.0pp | 67.2%-67.2pp |
| Annual return | 75.13% | 27.05%+48.1pp | 25.87%+49.3pp | 160.69%-85.6pp |
| Employer contribution / active EE | $3,093 | $2,282+35.5% | $2,965+4.3% | $2,671+15.8% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $6,719-100.0% | $8,253-100.0% | $5,650-100.0% |