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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 | $53,162-100.0% | $91,227-100.0% | $68,490-100.0% |
| Participation rate | 0.0% | 63.2%-63.2pp | 73.2%-73.2pp | 67.9%-67.9pp |
| Annual return | -17.61% | -3.14%-14.5pp | 114.14%-131.7pp | -7.85%-9.8pp |
| Employer contribution / active EE | $423 | $1,709-75.2% | $2,851-85.2% | $2,597-83.7% |
| Participant deferral / active EE | $3,028 | $2,974+1.8% | $4,234-28.5% | $4,028-24.8% |
| Admin fee / account holder | $0 | $4,493-100.0% | $5,423-100.0% | $5,403-100.0% |