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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 | $57,140-100.0% | $85,240-100.0% | $80,959-100.0% |
| Participation rate | 0.0% | 56.4%-56.4pp | 67.5%-67.5pp | 67.7%-67.7pp |
| Annual return | 12.07% | 21.71%-9.6pp | 66.75%-54.7pp | 35.67%-23.6pp |
| Employer contribution / active EE | $416 | $1,802-76.9% | $2,735-84.8% | $2,757-84.9% |
| Participant deferral / active EE | $1,983 | $3,115-36.3% | $4,527-56.2% | $4,300-53.9% |
| Admin fee / account holder | $0 | $4,992-100.0% | $6,165-100.0% | $6,925-100.0% |