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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 | $176,794-100.0% | $146,647-100.0% | $167,553-100.0% |
| Participation rate | 0.0% | 83.6%-83.6pp | 80.1%-80.1pp | 82.1%-82.1pp |
| Annual return | 21.70% | 24.04%-2.3pp | 22.75%-1.1pp | 478.89%-457.2pp |
| Employer contribution / active EE | $4,952 | $5,161-4.1% | $4,137+19.7% | $4,840+2.3% |
| Participant deferral / active EE | $5,917 | $6,440-8.1% | $5,506+7.5% | $6,343-6.7% |
| Admin fee / account holder | $0 | $13,262-100.0% | $10,281-100.0% | $12,316-100.0% |