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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 | $68,878-100.0% | $120,574-100.0% | $80,935-100.0% |
| Participation rate | 0.0% | 61.7%-61.7pp | 71.9%-71.9pp | 67.7%-67.7pp |
| Annual return | 0.00% | 23.67%-23.7pp | 107.42%-107.4pp | 35.66%-35.7pp |
| Employer contribution / active EE | $1,051 | $2,065-49.1% | $3,471-69.7% | $2,757-61.9% |
| Participant deferral / active EE | $2,580 | $3,189-19.1% | $4,996-48.4% | $4,299-40.0% |
| Admin fee / account holder | $0 | $5,782-100.0% | $9,445-100.0% | $6,924-100.0% |