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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 | $51,222-100.0% | $70,544-100.0% | $75,173-100.0% |
| Participation rate | 0.0% | 61.0%-61.0pp | 68.4%-68.4pp | 67.2%-67.2pp |
| Annual return | 29.95% | 30.06%-0.1pp | 32.79%-2.8pp | 160.72%-130.8pp |
| Employer contribution / active EE | $667 | $1,827-63.5% | $2,976-77.6% | $2,671-75.0% |
| Participant deferral / active EE | $978 | $2,850-65.7% | $4,568-78.6% | $4,126-76.3% |
| Admin fee / account holder | $0 | $4,096-100.0% | $6,427-100.0% | $5,651-100.0% |