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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 | $42,332-100.0% | $80,627-100.0% | - |
| Participation rate | 0.0% | 51.1%-51.1pp | 67.0%-67.0pp | - |
| Annual return | 0.00% | 49.99%-50.0pp | 936.76%-936.8pp | - |
| Employer contribution / active EE | $0 | $1,076-100.0% | $2,723-100.0% | - |
| Participant deferral / active EE | $0 | $3,616-100.0% | $4,443-100.0% | - |
| Admin fee / account holder | $0 | $1,582-100.0% | $5,381-100.0% | - |