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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 | $77,814-100.0% | $158,223-100.0% | $86,983-100.0% |
| Participation rate | 0.0% | 68.4%-68.4pp | 79.2%-79.2pp | 69.5%-69.5pp |
| Annual return | 17.53% | 30.54%-13.0pp | 52.09%-34.6pp | 25.83%-8.3pp |
| Employer contribution / active EE | $770 | $2,592-70.3% | $4,109-81.3% | $2,584-70.2% |
| Participant deferral / active EE | $1,137 | $3,270-65.2% | $5,467-79.2% | $4,194-72.9% |
| Admin fee / account holder | $0 | $5,879-100.0% | $16,047-100.0% | $7,856-100.0% |