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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 | $43,809-100.0% | $115,939-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 7.6%-7.6pp | 19.3%-19.3pp | 12.6%-12.6pp |
| Annual return | 8.66% | 4.23%+4.4pp | 3.97%+4.7pp | 4.56%+4.1pp |
| Employer contribution / active EE | $24,363 | $16,147+50.9% | $28,168-13.5% | $15,526+56.9% |
| Participant deferral / active EE | $4,211 | $429+882.7% | $274+1434.9% | $97+4262.4% |
| Admin fee / account holder | $0 | $850-100.0% | $12,837-100.0% | $1,711-100.0% |