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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 | $58,851-100.0% | $115,170-100.0% | $72,983-100.0% |
| Participation rate | 0.0% | 65.5%-65.5pp | 75.9%-75.9pp | 69.5%-69.5pp |
| Annual return | 21.38% | 23.16%-1.8pp | 35.60%-14.2pp | 81.01%-59.6pp |
| Employer contribution / active EE | $1,525 | $1,798-15.2% | $3,179-52.0% | $2,440-37.5% |
| Participant deferral / active EE | $2,335 | $2,643-11.6% | $4,169-44.0% | $3,608-35.3% |
| Admin fee / account holder | $0 | $6,370-100.0% | $7,089-100.0% | $5,124-100.0% |