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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 | $62,592-100.0% | $85,709-100.0% | $85,847-100.0% |
| Participation rate | 0.0% | 61.1%-61.1pp | 69.9%-69.9pp | 69.3%-69.3pp |
| Annual return | 0.00% | 23.77%-23.8pp | 21.49%-21.5pp | 318.61%-318.6pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,619-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $0 | $2,802-100.0% | $3,924-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $4,643-100.0% | $6,876-100.0% | $6,261-100.0% |