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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 | $72,388-100.0% | $111,392-100.0% | $64,173-100.0% |
| Participation rate | 0.0% | 70.5%-70.5pp | 78.9%-78.9pp | 69.6%-69.6pp |
| Annual return | -7.03% | -1.50%-5.5pp | -2.06%-5.0pp | 7.63%-14.7pp |
| Employer contribution / active EE | $1,654 | $3,000-44.9% | $4,328-61.8% | $2,381-30.5% |
| Participant deferral / active EE | $2,975 | $4,241-29.9% | $5,567-46.6% | $3,470-14.3% |
| Admin fee / account holder | $0 | $5,719-100.0% | $12,266-100.0% | $4,887-100.0% |