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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 | $58,099-100.0% | $76,872-100.0% | $75,173-100.0% |
| Participation rate | 0.0% | 63.9%-63.9pp | 69.6%-69.6pp | 67.2%-67.2pp |
| Annual return | 0.00% | 26.71%-26.7pp | 37.90%-37.9pp | 160.72%-160.7pp |
| Employer contribution / active EE | $55,179 | $1,996+2665.2% | $2,533+2078.1% | $2,671+1965.9% |
| Participant deferral / active EE | $0 | $2,999-100.0% | $3,832-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $4,778-100.0% | $5,476-100.0% | $5,651-100.0% |