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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 | $35,209-100.0% | - | $35,209-100.0% |
| Participation rate | 0.0% | 68.0%-68.0pp | 0.0%0pp | 68.0%-68.0pp |
| Annual return | 5.82% | 8.28%-2.5pp | 5.82%0pp | 8.28%-2.5pp |
| Employer contribution / active EE | $11,735 | $3,458+239.3% | $11,7350% | $3,458+239.3% |
| Participant deferral / active EE | $0 | $3,634-100.0% | - | $3,634-100.0% |
| Admin fee / account holder | $0 | $6,138-100.0% | - | $6,138-100.0% |