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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 | $58,888-100.0% | $178,499-100.0% | $73,493-100.0% |
| Participation rate | 0.0% | 66.2%-66.2pp | 81.9%-81.9pp | 70.7%-70.7pp |
| Annual return | 14.55% | 24.86%-10.3pp | 151.10%-136.6pp | 28.51%-14.0pp |
| Employer contribution / active EE | $460 | $2,236-79.4% | $5,011-90.8% | $2,270-79.7% |
| Participant deferral / active EE | $940 | $2,568-63.4% | $5,202-81.9% | $3,740-74.9% |
| Admin fee / account holder | $0 | $400-100.0% | $13,986-100.0% | $513-100.0% |