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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 | $57,119-100.0% | $85,187-100.0% | $80,935-100.0% |
| Participation rate | 0.0% | 56.4%-56.4pp | 67.5%-67.5pp | 67.7%-67.7pp |
| Annual return | 12.29% | 21.70%-9.4pp | 66.67%-54.4pp | 35.66%-23.4pp |
| Employer contribution / active EE | $2,017 | $1,802+12.0% | $2,732-26.2% | $2,757-26.8% |
| Participant deferral / active EE | $3,972 | $3,115+27.5% | $4,525-12.2% | $4,299-7.6% |
| Admin fee / account holder | $0 | $4,990-100.0% | $6,162-100.0% | $6,924-100.0% |