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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 | $59,440-100.0% | $78,004-100.0% | $82,637-100.0% |
| Participation rate | 0.0% | 62.8%-62.8pp | 69.4%-69.4pp | 68.1%-68.1pp |
| Annual return | 0.00% | 40.24%-40.2pp | 31.07%-31.1pp | 53.51%-53.5pp |
| Employer contribution / active EE | $0 | $1,750-100.0% | $2,469-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $0 | $3,138-100.0% | $4,092-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $5,504-100.0% | $7,578-100.0% | $7,339-100.0% |