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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 | $58,241-100.0% | $81,780-100.0% | $80,911-100.0% |
| Participation rate | 0.0% | 63.4%-63.4pp | 72.4%-72.4pp | 67.6%-67.6pp |
| Annual return | 14.81% | 41.73%-26.9pp | 776.27%-761.5pp | 35.63%-20.8pp |
| Employer contribution / active EE | $902 | $2,343-61.5% | $2,914-69.0% | $2,756-67.3% |
| Participant deferral / active EE | $2,190 | $3,283-33.3% | $4,321-49.3% | $4,297-49.0% |
| Admin fee / account holder | $0 | $4,973-100.0% | $7,384-100.0% | $6,935-100.0% |