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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 | $77,920-100.0% | $149,723-100.0% | $75,177-100.0% |
| Participation rate | 0.0% | 65.6%-65.6pp | 78.8%-78.8pp | 67.2%-67.2pp |
| Annual return | 28.92% | 31.72%-2.8pp | 134.50%-105.6pp | 160.75%-131.8pp |
| Employer contribution / active EE | $3,069 | $3,138-2.2% | $4,821-36.3% | $2,671+14.9% |
| Participant deferral / active EE | $12,111 | $3,411+255.0% | $5,682+113.1% | $4,126+193.5% |
| Admin fee / account holder | $0 | $5,951-100.0% | $13,215-100.0% | $5,651-100.0% |