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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 | $70,430-100.0% | $96,572-100.0% | $85,851-100.0% |
| Participation rate | 0.0% | 61.8%-61.8pp | 69.8%-69.8pp | 69.3%-69.3pp |
| Annual return | 11.35% | 18.58%-7.2pp | 37.79%-26.4pp | 318.63%-307.3pp |
| Employer contribution / active EE | $1,456 | $1,413+3.0% | $2,357-38.2% | $2,565-43.2% |
| Participant deferral / active EE | $4,660 | $2,894+61.0% | $3,850+21.1% | $3,952+17.9% |
| Admin fee / account holder | $0 | $4,996-100.0% | $6,183-100.0% | $6,261-100.0% |