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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 | $127,387-100.0% | $115,038-100.0% | $125,389-100.0% |
| Participation rate | 0.0% | 84.2%-84.2pp | 81.4%-81.4pp | 83.2%-83.2pp |
| Annual return | 4.39% | 31.28%-26.9pp | 26.14%-21.8pp | 282.24%-277.9pp |
| Employer contribution / active EE | $1,331 | $5,166-74.2% | $4,608-71.1% | $4,866-72.6% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |