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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 | $42,910-100.0% | $60,919-100.0% | $68,490-100.0% |
| Participation rate | 0.0% | 66.8%-66.8pp | 73.1%-73.1pp | 67.9%-67.9pp |
| Annual return | -17.82% | -13.99%-3.8pp | 16.96%-34.8pp | -7.85%-10.0pp |
| Employer contribution / active EE | $2,612 | $1,978+32.0% | $2,704-3.4% | $2,597+0.6% |
| Participant deferral / active EE | $0 | $2,866-100.0% | $3,814-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $3,104-100.0% | $3,228-100.0% | $5,403-100.0% |