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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 | $82,288-100.0% | $68,794-100.0% | $134,509-100.0% |
| Participation rate | 0.0% | 75.1%-75.1pp | 69.0%-69.0pp | 81.2%-81.2pp |
| Annual return | -19.73% | -2.19%-17.5pp | -6.37%-13.4pp | 418.13%-437.9pp |
| Employer contribution / active EE | $947 | $3,301-71.3% | $2,656-64.3% | $4,741-80.0% |
| Participant deferral / active EE | $2,184 | $4,738-53.9% | $3,941-44.6% | $6,400-65.9% |
| Admin fee / account holder | $0 | $6,482-100.0% | $4,934-100.0% | $11,427-100.0% |