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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 | $64,706-100.0% | $112,244-100.0% | $68,498-100.0% |
| Participation rate | 0.0% | 67.1%-67.1pp | 75.1%-75.1pp | 67.9%-67.9pp |
| Annual return | 7.16% | -11.40%+18.6pp | 27.46%-20.3pp | -7.84%+15.0pp |
| Employer contribution / active EE | $15,278 | $2,746+456.4% | $3,635+320.3% | $2,596+488.4% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,027-100.0% |
| Admin fee / account holder | $0 | $5,231-100.0% | $6,411-100.0% | $5,403-100.0% |