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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 | $57,061-100.0% | $85,063-100.0% | $80,911-100.0% |
| Participation rate | 0.0% | 56.3%-56.3pp | 67.5%-67.5pp | 67.6%-67.6pp |
| Annual return | 12.07% | 21.66%-9.6pp | 66.54%-54.5pp | 35.63%-23.6pp |
| Employer contribution / active EE | $416 | $1,799-76.9% | $2,727-84.7% | $2,756-84.9% |
| Participant deferral / active EE | $1,983 | $3,110-36.2% | $4,523-56.1% | $4,297-53.8% |
| Admin fee / account holder | $0 | $4,986-100.0% | $6,155-100.0% | $6,935-100.0% |