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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 | $17,871-100.0% | $189,344-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 20.0%-20.0pp | 30.4%-30.4pp | 13.0%-13.0pp |
| Annual return | 10.87% | 8.67%+2.2pp | 11.02%-0.1pp | 13.59%-2.7pp |
| Employer contribution / active EE | $5,952 | $9,810-39.3% | $33,824-82.4% | $14,592-59.2% |
| Participant deferral / active EE | $0 | $161-100.0% | $418-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $4,226-100.0% | $4,088-100.0% | $29,657-100.0% |