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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 | $25,723-100.0% | $69,182-100.0% | $55,167-100.0% |
| Participation rate | 0.0% | 39.4%-39.4pp | 55.1%-55.1pp | 69.0%-69.0pp |
| Annual return | 0.00% | 9.56%-9.6pp | -21.93%+21.9pp | 169.23%-169.2pp |
| Employer contribution / active EE | $0 | $480-100.0% | $1,206-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $0 | $963-100.0% | $1,897-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $365-100.0% | $2,697-100.0% | $504-100.0% |