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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 | $195,758-100.0% | $182,032-100.0% | $287,034-100.0% |
| Participation rate | 0.0% | 25.1%-25.1pp | 13.4%-13.4pp | 55.9%-55.9pp |
| Annual return | 2.54% | 3.70%-1.2pp | 7.69%-5.2pp | 24.44%-21.9pp |
| Employer contribution / active EE | $0 | $38,258-100.0% | $28,501-100.0% | $41,341-100.0% |
| Participant deferral / active EE | $600 | $2+27419.1% | $49+1121.7% | $55+982.7% |
| Admin fee / account holder | $0 | $61,373-100.0% | $51,246-100.0% | $22,013-100.0% |