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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 | $153,311-100.0% | $109,313-100.0% | $273,972-100.0% |
| Participation rate | 0.0% | 80.1%-80.1pp | 71.3%-71.3pp | 83.0%-83.0pp |
| Annual return | 12.46% | 29.86%-17.4pp | 22.07%-9.6pp | 41.46%-29.0pp |
| Employer contribution / active EE | $7,048 | $5,619+25.4% | $3,892+81.1% | $4,869+44.8% |
| Participant deferral / active EE | $1,667 | $3,932-57.6% | $3,166-47.4% | $5,287-68.5% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,133-100.0% |