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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 | $13,702-100.0% | $534,296-100.0% | $13,702-100.0% |
| Participation rate | 0.0% | 22.0%-22.0pp | 92.1%-92.1pp | 22.0%-22.0pp |
| Annual return | 0.00% | 5.66%-5.7pp | 0.02%0pp | 5.66%-5.7pp |
| Employer contribution / active EE | $0 | $18,518-100.0% | $34,080-100.0% | $18,518-100.0% |
| Participant deferral / active EE | $0 | $193-100.0% | $3,667-100.0% | $193-100.0% |
| Admin fee / account holder | $0 | $89-100.0% | $11,850-100.0% | $89-100.0% |