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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 | $87,060-100.0% | $105,591-100.0% | $80,911-100.0% |
| Participation rate | 0.0% | 70.4%-70.4pp | 75.3%-75.3pp | 67.6%-67.6pp |
| Annual return | 26.62% | 17.05%+9.6pp | 116.43%-89.8pp | 35.63%-9.0pp |
| Employer contribution / active EE | $1,652 | $2,396-31.1% | $3,166-47.8% | $2,756-40.1% |
| Participant deferral / active EE | $2,201 | $3,986-44.8% | $5,008-56.1% | $4,297-48.8% |
| Admin fee / account holder | $0 | $8,442-100.0% | $11,024-100.0% | $6,935-100.0% |