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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 | $82,816-100.0% | $145,218-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 12.6%-12.6pp | 20.5%-20.5pp | 14.6%-14.6pp |
| Annual return | 5.05% | -1.32%+6.4pp | -0.67%+5.7pp | 10.56%-5.5pp |
| Employer contribution / active EE | $27,657 | $18,687+48.0% | $31,731-12.8% | $13,643+102.7% |
| Participant deferral / active EE | $4,412 | $284+1456.2% | $473+832.2% | $62+7001.7% |
| Admin fee / account holder | $0 | $2,719-100.0% | $28,383-100.0% | $3,354-100.0% |