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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 | $117,846-100.0% | $102,434-100.0% | $145,884-100.0% |
| Participation rate | 0.0% | 78.6%-78.6pp | 76.5%-76.5pp | 80.3%-80.3pp |
| Annual return | 14.23% | 31.90%-17.7pp | 29.46%-15.2pp | 551.85%-537.6pp |
| Employer contribution / active EE | $2,698 | $3,615-25.4% | $3,023-10.7% | $4,662-42.1% |
| Participant deferral / active EE | $4,710 | $5,733-17.9% | $5,055-6.8% | $6,690-29.6% |
| Admin fee / account holder | $0 | $13,356-100.0% | $9,462-100.0% | $13,392-100.0% |