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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 | $58,093-100.0% | $80,022-100.0% | $56,289-100.0% |
| Participation rate | 0.0% | 73.6%-73.6pp | 75.8%-75.8pp | 69.9%-69.9pp |
| Annual return | 0.00% | 34.63%-34.6pp | 11.22%-11.2pp | -9.96%+10.0pp |
| Employer contribution / active EE | $1,913 | $1,933-1.0% | $2,468-22.5% | $2,111-9.4% |
| Participant deferral / active EE | $0 | $3,136-100.0% | $3,686-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $623-100.0% | $6,521-100.0% | $521-100.0% |