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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 | $24,053 | $139,487-82.8% | $24,0530% | $139,487-82.8% |
| Participation rate | 33.3% | 80.3%-47.0pp | 33.3%0pp | 80.3%-47.0pp |
| Annual return | 0.00% | 373.84%-373.8pp | - | 373.84%-373.8pp |
| Employer contribution / active EE | $0 | $4,755-100.0% | - | $4,755-100.0% |
| Participant deferral / active EE | $8,018 | $6,713+19.4% | $8,0180% | $6,713+19.4% |
| Admin fee / account holder | $0 | $11,407-100.0% | $0 | $11,407-100.0% |