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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 | $359,729-100.0% | $497,499-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 76.7%-76.7pp | - |
| Annual return | 0.00% | -7.95%+8.0pp | 95.41%-95.4pp | - |
| Employer contribution / active EE | $0 | $0 | $41,136-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $4,925-100.0% | - |
| Admin fee / account holder | $0 | $45,785-100.0% | $389-100.0% | - |