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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 | $99,644-100.0% | $86,438-100.0% | $134,532-100.0% |
| Participation rate | 0.0% | 82.1%-82.1pp | 80.3%-80.3pp | 81.2%-81.2pp |
| Annual return | -16.93% | 6787.26%-6804.2pp | 4397.19%-4414.1pp | 418.27%-435.2pp |
| Employer contribution / active EE | $40,500 | $4,402+820.0% | $3,769+974.4% | $4,741+754.2% |
| Participant deferral / active EE | $27,000 | $7,247+272.5% | $6,952+288.4% | $6,401+321.8% |
| Admin fee / account holder | $0 | $8,375-100.0% | $6,733-100.0% | $11,429-100.0% |