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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 | $57,828-100.0% | $117,039-100.0% | $70,126-100.0% |
| Participation rate | 0.0% | 67.1%-67.1pp | 77.2%-77.2pp | 69.5%-69.5pp |
| Annual return | 18.16% | 17.55%+0.6pp | 18.95%-0.8pp | 73.15%-55.0pp |
| Employer contribution / active EE | $1,835 | $1,816+1.1% | $3,785-51.5% | $2,343-21.7% |
| Participant deferral / active EE | $3,815 | $2,438+56.5% | $3,929-2.9% | $3,332+14.5% |
| Admin fee / account holder | $0 | $3,548-100.0% | $5,974-100.0% | $4,645-100.0% |