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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 | $57,057-100.0% | $85,009-100.0% | $80,874-100.0% |
| Participation rate | 0.0% | 56.4%-56.4pp | 67.5%-67.5pp | 67.6%-67.6pp |
| Annual return | 12.29% | 21.66%-9.4pp | 66.47%-54.2pp | 35.62%-23.3pp |
| Employer contribution / active EE | $2,017 | $1,799+12.1% | $2,728-26.1% | $2,756-26.8% |
| Participant deferral / active EE | $3,972 | $3,112+27.7% | $4,522-12.2% | $4,297-7.6% |
| Admin fee / account holder | $0 | $4,986-100.0% | $6,153-100.0% | $6,935-100.0% |