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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 | $63,433-100.0% | $63,803-100.0% | $64,097-100.0% |
| Participation rate | 0.0% | 65.0%-65.0pp | 72.7%-72.7pp | 55.2%-55.2pp |
| Annual return | 0.00% | 20.74%-20.7pp | 543.72%-543.7pp | 34.64%-34.6pp |
| Employer contribution / active EE | $0 | $2,332-100.0% | $2,532-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $0 | $3,119-100.0% | $3,843-100.0% | $3,080-100.0% |
| Admin fee / account holder | $0 | $1,489-100.0% | $5,196-100.0% | $3,454-100.0% |