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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 | $68,880-100.0% | $120,580-100.0% | $80,959-100.0% |
| Participation rate | 0.0% | 61.7%-61.7pp | 72.0%-72.0pp | 67.7%-67.7pp |
| Annual return | 0.00% | 23.68%-23.7pp | 107.48%-107.5pp | 35.67%-35.7pp |
| Employer contribution / active EE | $0 | $2,066-100.0% | $3,469-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $3,191-100.0% | $4,995-100.0% | $4,300-100.0% |
| Admin fee / account holder | $0 | $5,785-100.0% | $9,418-100.0% | $6,925-100.0% |