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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 | $101,618-100.0% | $93,063-100.0% | $137,256-100.0% |
| Participation rate | 0.0% | 74.9%-74.9pp | 72.1%-72.1pp | 80.0%-80.0pp |
| Annual return | 22.58% | 223.95%-201.4pp | 34.15%-11.6pp | 220.34%-197.8pp |
| Employer contribution / active EE | $3,819 | $2,707+41.1% | $2,476+54.2% | $4,156-8.1% |
| Participant deferral / active EE | $5,679 | $4,279+32.7% | $3,958+43.5% | $6,407-11.4% |
| Admin fee / account holder | $0 | $6,198-100.0% | $6,033-100.0% | $12,270-100.0% |