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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 | $88,370-100.0% | $112,977-100.0% | $79,856-100.0% |
| Participation rate | 0.0% | 76.8%-76.8pp | 82.6%-82.6pp | 69.6%-69.6pp |
| Annual return | 55.53% | 23.16%+32.4pp | 24.24%+31.3pp | 31.71%+23.8pp |
| Employer contribution / active EE | $3,694 | $3,398+8.7% | $4,255-13.2% | $2,471+49.5% |
| Participant deferral / active EE | $0 | $4,536-100.0% | $5,836-100.0% | $3,741-100.0% |
| Admin fee / account holder | $0 | $5,750-100.0% | $6,294-100.0% | $5,306-100.0% |