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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 | $99,635-100.0% | $99,460-100.0% | $198,609-100.0% |
| Participation rate | 0.0% | 81.4%-81.4pp | 78.6%-78.6pp | 82.4%-82.4pp |
| Annual return | 18.59% | 11.15%+7.4pp | 11.98%+6.6pp | 202.70%-184.1pp |
| Employer contribution / active EE | $5,020 | $6,694-25.0% | $6,049-17.0% | $5,055-0.7% |
| Participant deferral / active EE | $10,525 | $6,766+55.6% | $5,995+75.6% | $6,977+50.9% |
| Admin fee / account holder | $0 | $22,915-100.0% | $18,725-100.0% | $19,030-100.0% |