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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 | $29,516-100.0% | $77,513-100.0% | $90,274-100.0% |
| Participation rate | 0.0% | 33.7%-33.7pp | 54.2%-54.2pp | 73.4%-73.4pp |
| Annual return | 0.00% | 231.18%-231.2pp | 54.81%-54.8pp | 53.97%-54.0pp |
| Employer contribution / active EE | $0 | $381-100.0% | $987-100.0% | $2,523-100.0% |
| Participant deferral / active EE | $0 | $944-100.0% | $1,861-100.0% | $4,231-100.0% |
| Admin fee / account holder | $0 | $106-100.0% | $2,859-100.0% | $114-100.0% |