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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 | $58,828-100.0% | $78,002-100.0% | $62,881-100.0% |
| Participation rate | 11.5% | 71.1%-59.5pp | 75.5%-64.0pp | 69.3%-57.8pp |
| Annual return | 5.04% | 17.16%-12.1pp | 425.99%-420.9pp | 20.14%-15.1pp |
| Employer contribution / active EE | $313 | $1,672-81.3% | $2,470-87.3% | $2,281-86.3% |
| Participant deferral / active EE | $1,705 | $2,686-36.5% | $3,497-51.2% | $3,203-46.8% |
| Admin fee / account holder | $0 | $4,393-100.0% | $5,481-100.0% | $4,296-100.0% |