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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 | $63,953-100.0% | $54,726-100.0% | $135,380-100.0% |
| Participation rate | 0.0% | 84.9%-84.9pp | 79.1%-79.1pp | 82.6%-82.6pp |
| Annual return | 0.00% | -5.77%+5.8pp | -4.56%+4.6pp | 519.81%-519.8pp |
| Employer contribution / active EE | $0 | $4,256-100.0% | $3,449-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $4,810-100.0% | $3,953-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $4,567-100.0% | $3,818-100.0% | $10,828-100.0% |