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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% | $79,858-100.0% |
| Participation rate | 0.0% | 76.8%-76.8pp | 82.6%-82.6pp | 69.6%-69.6pp |
| Annual return | 25.07% | 23.16%+1.9pp | 24.24%+0.8pp | 31.72%-6.7pp |
| Employer contribution / active EE | $943 | $3,398-72.2% | $4,255-77.8% | $2,471-61.8% |
| Participant deferral / active EE | $4,417 | $4,536-2.6% | $5,836-24.3% | $3,740+18.1% |
| Admin fee / account holder | $0 | $5,750-100.0% | $6,294-100.0% | $5,306-100.0% |