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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 | $123,898-100.0% | $116,538-100.0% | $155,188-100.0% |
| Participation rate | 0.0% | 83.7%-83.7pp | 82.6%-82.6pp | 80.8%-80.8pp |
| Annual return | 9.25% | 16.04%-6.8pp | 17.97%-8.7pp | 148.84%-139.6pp |
| Employer contribution / active EE | $4,872 | $4,739+2.8% | $4,541+7.3% | $4,248+14.7% |
| Participant deferral / active EE | $3,004 | $6,400-53.1% | $6,207-51.6% | $6,531-54.0% |
| Admin fee / account holder | $0 | $9,174-100.0% | $8,737-100.0% | $14,480-100.0% |