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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 | $69,977-100.0% | $108,582-100.0% | $62,881-100.0% |
| Participation rate | 0.0% | 72.9%-72.9pp | 79.6%-79.6pp | 69.3%-69.3pp |
| Annual return | 6.28% | 10.73%-4.4pp | -51.70%+58.0pp | 20.14%-13.9pp |
| Employer contribution / active EE | $7,692 | $2,135+260.3% | $3,758+104.7% | $2,281+237.2% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $0 | $5,076-100.0% | $7,645-100.0% | $4,296-100.0% |