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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 | $81,870-100.0% | $119,608-100.0% | $68,495-100.0% |
| Participation rate | 0.0% | 71.9%-71.9pp | 79.3%-79.3pp | 67.9%-67.9pp |
| Annual return | -11.89% | -23.82%+11.9pp | -14.98%+3.1pp | -7.84%-4.1pp |
| Employer contribution / active EE | $1,123 | $2,692-58.3% | $4,232-73.5% | $2,596-56.8% |
| Participant deferral / active EE | $3,145 | $4,148-24.2% | $5,601-43.9% | $4,028-21.9% |
| Admin fee / account holder | $0 | $6,583-100.0% | $10,326-100.0% | $5,403-100.0% |