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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 | $43,483-100.0% | $54,726-100.0% | $64,173-100.0% |
| Participation rate | 0.0% | 72.2%-72.2pp | 79.1%-79.1pp | 69.6%-69.6pp |
| Annual return | 0.00% | -1.03%+1.0pp | -4.56%+4.6pp | 7.63%-7.6pp |
| Employer contribution / active EE | $537 | $2,632-79.6% | $3,449-84.4% | $2,381-77.4% |
| Participant deferral / active EE | $1,249 | $3,102-59.7% | $3,953-68.4% | $3,470-64.0% |
| Admin fee / account holder | $0 | $4,250-100.0% | $3,818-100.0% | $4,887-100.0% |