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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 | $181,062-100.0% | $158,223-100.0% | $155,188-100.0% |
| Participation rate | 0.0% | 82.7%-82.7pp | 79.2%-79.2pp | 80.8%-80.8pp |
| Annual return | 12.25% | 57.39%-45.1pp | 52.09%-39.8pp | 148.84%-136.6pp |
| Employer contribution / active EE | $1,463 | $4,565-67.9% | $4,109-64.4% | $4,248-65.6% |
| Participant deferral / active EE | $4,022 | $6,134-34.4% | $5,467-26.4% | $6,531-38.4% |
| Admin fee / account holder | $0 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |