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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 | $42,909-100.0% | $60,906-100.0% | $68,486-100.0% |
| Participation rate | 0.0% | 66.8%-66.8pp | 73.1%-73.1pp | 67.9%-67.9pp |
| Annual return | 6.52% | -13.99%+20.5pp | 16.94%-10.4pp | -7.85%+14.4pp |
| Employer contribution / active EE | $3,603 | $1,979+82.1% | $2,703+33.3% | $2,597+38.7% |
| Participant deferral / active EE | $3,667 | $2,866+27.9% | $3,814-3.8% | $4,028-9.0% |
| Admin fee / account holder | $0 | $3,104-100.0% | $3,227-100.0% | $5,404-100.0% |