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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 | $177,156-100.0% | $147,027-100.0% | $154,746-100.0% |
| Participation rate | 0.0% | 79.4%-79.4pp | 73.7%-73.7pp | 80.7%-80.7pp |
| Annual return | 11.33% | 21.94%-10.6pp | 20.23%-8.9pp | 172.34%-161.0pp |
| Employer contribution / active EE | $13,367 | $4,336+208.2% | $3,626+268.6% | $4,379+205.2% |
| Participant deferral / active EE | $0 | $5,797-100.0% | $4,933-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $14,904-100.0% | $12,223-100.0% | $14,365-100.0% |