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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 | $77,638-100.0% | $156,551-100.0% | $62,881-100.0% |
| Participation rate | 4.0% | 71.2%-67.2pp | 84.0%-80.0pp | 69.3%-65.3pp |
| Annual return | 9.80% | 50.33%-40.5pp | 32.23%-22.4pp | 20.14%-10.3pp |
| Employer contribution / active EE | $4,853 | $3,444+40.9% | $5,501-11.8% | $2,281+112.8% |
| Participant deferral / active EE | $0 | $3,046-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $0 | $5,561-100.0% | $13,028-100.0% | $4,296-100.0% |