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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 | $46,219-100.0% | $89,435-100.0% | $90,274-100.0% |
| Participation rate | 0.0% | 44.9%-44.9pp | 68.0%-68.0pp | 73.4%-73.4pp |
| Annual return | 0.00% | 25.71%-25.7pp | 245.55%-245.6pp | 53.97%-54.0pp |
| Employer contribution / active EE | $0 | $953-100.0% | $2,587-100.0% | $2,523-100.0% |
| Participant deferral / active EE | $0 | $2,136-100.0% | $3,890-100.0% | $4,231-100.0% |
| Admin fee / account holder | $0 | $147-100.0% | $4,884-100.0% | $114-100.0% |