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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 | $38,365-100.0% | $84,628-100.0% | $65,185-100.0% |
| Participation rate | 0.0% | 55.7%-55.7pp | 68.2%-68.2pp | 70.2%-70.2pp |
| Annual return | 0.00% | 32.00%-32.0pp | 258.80%-258.8pp | 29.38%-29.4pp |
| Employer contribution / active EE | $0 | $1,258-100.0% | $2,653-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $0 | $2,278-100.0% | $3,900-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $451-100.0% | $4,914-100.0% | $847-100.0% |