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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 | $49,177-100.0% | $79,467-100.0% | $64,173-100.0% |
| Participation rate | 0.0% | 65.0%-65.0pp | 73.3%-73.3pp | 69.6%-69.6pp |
| Annual return | -2.89% | -1.16%-1.7pp | 718.30%-721.2pp | 7.63%-10.5pp |
| Employer contribution / active EE | $2,242 | $2,076+8.0% | $2,800-19.9% | $2,381-5.8% |
| Participant deferral / active EE | $1,770 | $2,821-37.3% | $3,704-52.2% | $3,470-49.0% |
| Admin fee / account holder | $0 | $3,839-100.0% | $5,104-100.0% | $4,887-100.0% |