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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 | $45,050-100.0% | $63,018-100.0% | $70,126-100.0% |
| Participation rate | 0.0% | 69.5%-69.5pp | 74.8%-74.8pp | 69.5%-69.5pp |
| Annual return | 13.60% | 18.76%-5.2pp | 87.62%-74.0pp | 73.15%-59.5pp |
| Employer contribution / active EE | $1,194 | $2,052-41.8% | $2,761-56.8% | $2,343-49.0% |
| Participant deferral / active EE | $2,601 | $2,466+5.5% | $3,330-21.9% | $3,332-21.9% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,601-100.0% | $4,645-100.0% |