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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 | $57,541-100.0% | $95,759-100.0% | $75,177-100.0% |
| Participation rate | 0.0% | 62.5%-62.5pp | 72.3%-72.3pp | 67.2%-67.2pp |
| Annual return | 0.00% | 34.93%-34.9pp | 28.42%-28.4pp | 160.75%-160.8pp |
| Employer contribution / active EE | $0 | $1,808-100.0% | $2,836-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $3,074-100.0% | $4,244-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $4,099-100.0% | $5,678-100.0% | $5,651-100.0% |