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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 | $58,099-100.0% | $76,902-100.0% | $75,177-100.0% |
| Participation rate | 0.0% | 63.9%-63.9pp | 69.6%-69.6pp | 67.2%-67.2pp |
| Annual return | 17.29% | 26.71%-9.4pp | 37.91%-20.6pp | 160.75%-143.5pp |
| Employer contribution / active EE | $1,517 | $1,996-24.0% | $2,534-40.1% | $2,671-43.2% |
| Participant deferral / active EE | $2,210 | $2,999-26.3% | $3,833-42.3% | $4,126-46.4% |
| Admin fee / account holder | $0 | $4,778-100.0% | $5,479-100.0% | $5,651-100.0% |