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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 | $55,449-100.0% | $83,831-100.0% | $56,289-100.0% |
| Participation rate | 0.0% | 68.0%-68.0pp | 76.1%-76.1pp | 69.9%-69.9pp |
| Annual return | 0.00% | -1.38%+1.4pp | 850.99%-851.0pp | -9.96%+10.0pp |
| Employer contribution / active EE | $0 | $2,430-100.0% | $3,631-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,294 | $2,935-55.9% | $4,082-68.3% | $3,350-61.4% |
| Admin fee / account holder | $0 | $656-100.0% | $5,479-100.0% | $521-100.0% |