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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 | $124,314-100.0% | $109,163-100.0% | $167,518-100.0% |
| Participation rate | 0.0% | 79.4%-79.4pp | 75.9%-75.9pp | 82.1%-82.1pp |
| Annual return | 16.68% | 26.04%-9.4pp | 25.75%-9.1pp | 478.71%-462.0pp |
| Employer contribution / active EE | $2,565 | $4,209-39.1% | $3,723-31.1% | $4,838-47.0% |
| Participant deferral / active EE | $3,177 | $5,256-39.6% | $4,654-31.7% | $6,342-49.9% |
| Admin fee / account holder | $0 | $7,973-100.0% | $6,754-100.0% | $12,312-100.0% |