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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 | $112,729-100.0% | $98,716-100.0% | $137,256-100.0% |
| Participation rate | 0.0% | 74.2%-74.2pp | 69.3%-69.3pp | 80.0%-80.0pp |
| Annual return | 17.83% | 38.48%-20.7pp | 31.81%-14.0pp | 220.34%-202.5pp |
| Employer contribution / active EE | $752 | $2,725-72.4% | $2,279-67.0% | $4,156-81.9% |
| Participant deferral / active EE | $1,880 | $4,640-59.5% | $4,048-53.6% | $6,407-70.7% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |