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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 | $29,667-100.0% | $56,441-100.0% | $80,874-100.0% |
| Participation rate | 0.0% | 41.7%-41.7pp | 52.5%-52.5pp | 67.6%-67.6pp |
| Annual return | 10.82% | 35.22%-24.4pp | 1704.21%-1693.4pp | 35.62%-24.8pp |
| Employer contribution / active EE | $2,165 | $669+223.5% | $1,039+108.4% | $2,756-21.4% |
| Participant deferral / active EE | $1,310 | $1,227+6.8% | $1,953-32.9% | $4,297-69.5% |
| Admin fee / account holder | $0 | $2,429-100.0% | $2,829-100.0% | $6,935-100.0% |