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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 | $163,487-100.0% | $269,529-100.0% | $132,820-100.0% |
| Participation rate | 0.0% | 74.1%-74.1pp | 82.8%-82.8pp | 74.3%-74.3pp |
| Annual return | 0.00% | 15.72%-15.7pp | -4.31%+4.3pp | 14.82%-14.8pp |
| Employer contribution / active EE | $0 | $4,877-100.0% | $8,701-100.0% | $4,144-100.0% |
| Participant deferral / active EE | $0 | $4,352-100.0% | $4,900-100.0% | $3,980-100.0% |
| Admin fee / account holder | $0 | $13,259-100.0% | $15,286-100.0% | $11,722-100.0% |