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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 | $196,569-100.0% | $110,417-100.0% | $380,063-100.0% |
| Participation rate | 0.0% | 60.0%-60.0pp | 58.0%-58.0pp | 27.7%-27.7pp |
| Annual return | 8.51% | 0.70%+7.8pp | 4.13%+4.4pp | 15.59%-7.1pp |
| Employer contribution / active EE | $36,852 | $22,011+67.4% | $15,783+133.5% | $33,256+10.8% |
| Participant deferral / active EE | $0 | $588-100.0% | $1,006-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $22,216-100.0% | $15,244-100.0% | $21,009-100.0% |