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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 | $49,236-100.0% | $70,455-100.0% | $79,860-100.0% |
| Participation rate | 0.0% | 69.2%-69.2pp | 75.1%-75.1pp | 69.6%-69.6pp |
| Annual return | 13.77% | 30.07%-16.3pp | 109.06%-95.3pp | 31.72%-17.9pp |
| Employer contribution / active EE | $2,604 | $2,100+24.0% | $2,737-4.9% | $2,471+5.4% |
| Participant deferral / active EE | $0 | $2,769-100.0% | $3,709-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $2,877-100.0% | $3,845-100.0% | $5,306-100.0% |