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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 | $49,177-100.0% | $79,467-100.0% | $64,173-100.0% |
| Participation rate | 0.0% | 65.0%-65.0pp | 73.3%-73.3pp | 69.6%-69.6pp |
| Annual return | -4.87% | -1.16%-3.7pp | 718.30%-723.2pp | 7.63%-12.5pp |
| Employer contribution / active EE | $694 | $2,076-66.6% | $2,800-75.2% | $2,381-70.9% |
| Participant deferral / active EE | $1,391 | $2,821-50.7% | $3,704-62.4% | $3,470-59.9% |
| Admin fee / account holder | $0 | $3,839-100.0% | $5,104-100.0% | $4,887-100.0% |