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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 | $62,583-100.0% | $76,767-100.0% | $64,173-100.0% |
| Participation rate | 0.0% | 72.8%-72.8pp | 77.0%-77.0pp | 69.6%-69.6pp |
| Annual return | -4.28% | -1.95%-2.3pp | 2.43%-6.7pp | 7.63%-11.9pp |
| Employer contribution / active EE | $3,797 | $1,832+107.3% | $2,485+52.8% | $2,381+59.5% |
| Participant deferral / active EE | $5,300 | $3,145+68.5% | $3,852+37.6% | $3,470+52.7% |
| Admin fee / account holder | $0 | $4,667-100.0% | $6,675-100.0% | $4,887-100.0% |