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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 | $97,020-100.0% | $83,322-100.0% | $135,379-100.0% |
| Participation rate | 0.0% | 80.4%-80.4pp | 77.8%-77.8pp | 82.6%-82.6pp |
| Annual return | 1.69% | 12.31%-10.6pp | 10.64%-9.0pp | 519.79%-518.1pp |
| Employer contribution / active EE | $2,814 | $4,144-32.1% | $3,379-16.7% | $4,779-41.1% |
| Participant deferral / active EE | $12,250 | $5,964+105.4% | $5,565+120.1% | $5,609+118.4% |
| Admin fee / account holder | $0 | $8,426-100.0% | $7,540-100.0% | $10,828-100.0% |