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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 | $41,377-100.0% | $109,313-100.0% | $62,881-100.0% |
| Participation rate | 0.0% | 57.5%-57.5pp | 71.3%-71.3pp | 69.3%-69.3pp |
| Annual return | 8.25% | 11.05%-2.8pp | 22.07%-13.8pp | 20.14%-11.9pp |
| Employer contribution / active EE | $3,343 | $1,276+162.0% | $3,892-14.1% | $2,281+46.6% |
| Participant deferral / active EE | $3,540 | $2,045+73.1% | $3,166+11.8% | $3,203+10.5% |
| Admin fee / account holder | $0 | $2,884-100.0% | $5,666-100.0% | $4,296-100.0% |