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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 | $82,979-100.0% | $102,412-100.0% | $77,736-100.0% |
| Participation rate | 0.0% | 71.5%-71.5pp | 74.5%-74.5pp | 70.6%-70.6pp |
| Annual return | 0.00% | 19.11%-19.1pp | 24.94%-24.9pp | 31.26%-31.3pp |
| Employer contribution / active EE | $0 | $3,554-100.0% | $3,870-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $639-100.0% | $8,388-100.0% | $433-100.0% |