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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 | $289,147-100.0% | $125,864-100.0% | $289,147-100.0% |
| Participation rate | 60.0% | 80.8%-20.8pp | 84.4%-24.4pp | 80.8%-20.8pp |
| Annual return | 0.00% | 12.61%-12.6pp | 46.40%-46.4pp | 12.61%-12.6pp |
| Employer contribution / active EE | $0 | $13,617-100.0% | $4,881-100.0% | $13,617-100.0% |
| Participant deferral / active EE | $0 | $5,372-100.0% | $3,129-100.0% | $5,372-100.0% |
| Admin fee / account holder | $0 | $23,026-100.0% | $132-100.0% | $23,026-100.0% |