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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 | $136,433-100.0% | $98,864-100.0% | $167,553-100.0% |
| Participation rate | 0.0% | 70.3%-70.3pp | 65.7%-65.7pp | 82.1%-82.1pp |
| Annual return | 0.00% | 67.76%-67.8pp | 50.03%-50.0pp | 478.89%-478.9pp |
| Employer contribution / active EE | $0 | $2,636-100.0% | $2,070-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $0 | $3,721-100.0% | $3,037-100.0% | $6,343-100.0% |
| Admin fee / account holder | $0 | $5,039-100.0% | $4,080-100.0% | $12,316-100.0% |