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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 | $42,917-100.0% | $60,899-100.0% | $68,495-100.0% |
| Participation rate | 0.0% | 66.8%-66.8pp | 73.1%-73.1pp | 67.9%-67.9pp |
| Annual return | 6.52% | -13.99%+20.5pp | 16.92%-10.4pp | -7.84%+14.4pp |
| Employer contribution / active EE | $3,603 | $1,979+82.1% | $2,702+33.3% | $2,596+38.8% |
| Participant deferral / active EE | $3,667 | $2,867+27.9% | $3,817-3.9% | $4,028-9.0% |
| Admin fee / account holder | $0 | $3,102-100.0% | $3,225-100.0% | $5,403-100.0% |