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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 | $152,074-100.0% | $137,474-100.0% | $198,609-100.0% |
| Participation rate | 0.0% | 85.3%-85.3pp | 83.5%-83.5pp | 82.4%-82.4pp |
| Annual return | 9.25% | 10.68%-1.4pp | 11.53%-2.3pp | 202.70%-193.5pp |
| Employer contribution / active EE | $4,872 | $5,444-10.5% | $5,048-3.5% | $5,055-3.6% |
| Participant deferral / active EE | $3,004 | $6,522-53.9% | $6,155-51.2% | $6,977-57.0% |
| Admin fee / account holder | $0 | $11,950-100.0% | $10,602-100.0% | $19,030-100.0% |