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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 | $117,426-100.0% | $99,470-100.0% | $152,885-100.0% |
| Participation rate | 0.0% | 77.5%-77.5pp | 73.8%-73.8pp | 82.5%-82.5pp |
| Annual return | 10.62% | 31.87%-21.3pp | 30.72%-20.1pp | 345.39%-334.8pp |
| Employer contribution / active EE | $524 | $3,014-82.6% | $2,540-79.4% | $4,763-89.0% |
| Participant deferral / active EE | $2,096 | $4,086-48.7% | $3,619-42.1% | $5,851-64.2% |
| Admin fee / account holder | $0 | $7,634-100.0% | $6,252-100.0% | $11,598-100.0% |