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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 | $84,570-100.0% | $85,946-100.0% | $155,188-100.0% |
| Participation rate | 0.0% | 78.8%-78.8pp | 77.2%-77.2pp | 80.8%-80.8pp |
| Annual return | 18.59% | 35.96%-17.4pp | 31.33%-12.7pp | 148.84%-130.2pp |
| Employer contribution / active EE | $5,020 | $4,651+7.9% | $4,539+10.6% | $4,248+18.2% |
| Participant deferral / active EE | $10,525 | $5,847+80.0% | $5,465+92.6% | $6,531+61.2% |
| Admin fee / account holder | $0 | $12,225-100.0% | $11,250-100.0% | $14,480-100.0% |