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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 | $64,729-100.0% | $112,263-100.0% | $68,490-100.0% |
| Participation rate | 0.0% | 67.2%-67.2pp | 75.1%-75.1pp | 67.9%-67.9pp |
| Annual return | -14.91% | -11.40%-3.5pp | 27.49%-42.4pp | -7.85%-7.1pp |
| Employer contribution / active EE | $690 | $2,746-74.9% | $3,636-81.0% | $2,597-73.4% |
| Participant deferral / active EE | $0 | $3,566-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $5,222-100.0% | $6,410-100.0% | $5,403-100.0% |