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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 | $118,496-100.0% | $98,461-100.0% | $139,466-100.0% |
| Participation rate | 0.0% | 77.5%-77.5pp | 75.2%-75.2pp | 80.3%-80.3pp |
| Annual return | 10.47% | 18.96%-8.5pp | 21.17%-10.7pp | 373.66%-363.2pp |
| Employer contribution / active EE | $2,361 | $3,611-34.6% | $3,049-22.6% | $4,754-50.3% |
| Participant deferral / active EE | $5,769 | $5,393+7.0% | $4,738+21.7% | $6,712-14.1% |
| Admin fee / account holder | $0 | $14,056-100.0% | $8,961-100.0% | $11,409-100.0% |