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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 | $68,398-100.0% | $94,664-100.0% | $75,173-100.0% |
| Participation rate | 0.0% | 76.1%-76.1pp | 80.8%-80.8pp | 67.2%-67.2pp |
| Annual return | 0.00% | 616.72%-616.7pp | 156.84%-156.8pp | 160.72%-160.7pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,673-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $6,537-100.0% | $7,417-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $5,324-100.0% | $7,222-100.0% | $5,651-100.0% |