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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 | $45,041-100.0% | $63,003-100.0% | $70,131-100.0% |
| Participation rate | 0.0% | 69.5%-69.5pp | 74.8%-74.8pp | 69.5%-69.5pp |
| Annual return | 15.61% | 18.76%-3.1pp | 87.59%-72.0pp | 73.14%-57.5pp |
| Employer contribution / active EE | $5,236 | $2,052+155.1% | $2,760+89.7% | $2,342+123.5% |
| Participant deferral / active EE | $6,152 | $2,465+149.6% | $3,329+84.8% | $3,332+84.7% |
| Admin fee / account holder | $0 | $2,836-100.0% | $3,600-100.0% | $4,645-100.0% |