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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 | $62,467-100.0% | $128,366-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 15.3%-15.3pp | 19.3%-19.3pp | 11.3%-11.3pp |
| Annual return | 9.05% | 11.00%-1.9pp | 9.39%-0.3pp | 10.41%-1.4pp |
| Employer contribution / active EE | $24,016 | $16,132+48.9% | $33,466-28.2% | $14,691+63.5% |
| Participant deferral / active EE | $4,182 | $198+2015.9% | $657+536.3% | $58+7085.9% |
| Admin fee / account holder | $0 | $1,085-100.0% | $2,132-100.0% | $2,646-100.0% |