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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 | $62,928-100.0% | $172,752-100.0% | $67,579-100.0% |
| Participation rate | 0.0% | 64.5%-64.5pp | 82.6%-82.6pp | 71.3%-71.3pp |
| Annual return | 0.00% | 30.36%-30.4pp | 802.97%-803.0pp | 378.56%-378.6pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,144-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $0 | $2,145-100.0% | $5,198-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $167-100.0% | $13,955-100.0% | $142-100.0% |