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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 | $65,582-100.0% | $64,097-100.0% | $71,529-100.0% |
| Participation rate | 0.0% | 73.2%-73.2pp | 72.3%-72.3pp | 67.9%-67.9pp |
| Annual return | 15.02% | 18.96%-3.9pp | 33.75%-18.7pp | 28.97%-13.9pp |
| Employer contribution / active EE | $2,098 | $2,671-21.4% | $2,750-23.7% | $2,590-19.0% |
| Participant deferral / active EE | $0 | $3,628-100.0% | $3,881-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $616-100.0% | $3,070-100.0% | $1,588-100.0% |