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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 | $68,852-100.0% | $120,524-100.0% | $80,925-100.0% |
| Participation rate | 0.0% | 61.6%-61.6pp | 71.9%-71.9pp | 67.7%-67.7pp |
| Annual return | 0.00% | 23.67%-23.7pp | 107.36%-107.4pp | 35.65%-35.6pp |
| Employer contribution / active EE | $0 | $2,063-100.0% | $3,469-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $3,187-100.0% | $4,994-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $5,781-100.0% | $9,440-100.0% | $6,940-100.0% |