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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 | $54,193-100.0% | $93,669-100.0% | $77,714-100.0% |
| Participation rate | 0.0% | 63.9%-63.9pp | 68.7%-68.7pp | 70.6%-70.6pp |
| Annual return | 0.00% | 30.54%-30.5pp | 133.59%-133.6pp | 31.26%-31.3pp |
| Employer contribution / active EE | $3,353 | $1,168+187.1% | $2,424+38.3% | $2,727+23.0% |
| Participant deferral / active EE | $0 | $3,144-100.0% | $4,416-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $576-100.0% | $8,291-100.0% | $433-100.0% |