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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 | $47,848-100.0% | $81,478-100.0% | $70,131-100.0% |
| Participation rate | 0.0% | 58.3%-58.3pp | 68.0%-68.0pp | 69.5%-69.5pp |
| Annual return | 19.30% | 27.25%-7.9pp | 38.78%-19.5pp | 73.14%-53.8pp |
| Employer contribution / active EE | $430 | $1,527-71.8% | $2,568-83.3% | $2,342-81.6% |
| Participant deferral / active EE | $866 | $2,453-64.7% | $3,537-75.5% | $3,332-74.0% |
| Admin fee / account holder | $0 | $3,145-100.0% | $4,561-100.0% | $4,645-100.0% |