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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 | $89,067-100.0% | $102,423-100.0% | $77,714-100.0% |
| Participation rate | 0.0% | 80.9%-80.9pp | 76.5%-76.5pp | 70.6%-70.6pp |
| Annual return | 0.00% | 25.01%-25.0pp | 29.42%-29.4pp | 31.26%-31.3pp |
| Employer contribution / active EE | $0 | $2,699-100.0% | $3,023-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $0 | $5,147-100.0% | $5,054-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $236-100.0% | $9,455-100.0% | $433-100.0% |