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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 | $122,962-100.0% | $71,585-100.0% | $138,895-100.0% |
| Participation rate | 0.0% | 68.9%-68.9pp | 68.2%-68.2pp | 79.9%-79.9pp |
| Annual return | 15.88% | 37.84%-22.0pp | 59.26%-43.4pp | 145.39%-129.5pp |
| Employer contribution / active EE | $1,882 | $2,620-28.2% | $1,669+12.8% | $4,194-55.1% |
| Participant deferral / active EE | $35,355 | $4,311+720.0% | $2,923+1109.4% | $6,396+452.7% |
| Admin fee / account holder | $0 | $6,488-100.0% | $4,712-100.0% | $12,562-100.0% |