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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 | $54,357-100.0% | $82,706-100.0% | $68,495-100.0% |
| Participation rate | 0.0% | 63.9%-63.9pp | 72.6%-72.6pp | 67.9%-67.9pp |
| Annual return | -18.40% | -13.67%-4.7pp | 701.76%-720.2pp | -7.84%-10.6pp |
| Employer contribution / active EE | $2,215 | $2,218-0.2% | $3,007-26.4% | $2,596-14.7% |
| Participant deferral / active EE | $4,094 | $3,246+26.1% | $4,394-6.8% | $4,028+1.7% |
| Admin fee / account holder | $0 | $4,396-100.0% | $5,329-100.0% | $5,403-100.0% |