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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 | $95,917-100.0% | $79,583-100.0% | $134,545-100.0% |
| Participation rate | 0.0% | 75.0%-75.0pp | 69.5%-69.5pp | 81.2%-81.2pp |
| Annual return | -5.00% | -2.70%-2.3pp | 0.16%-5.2pp | 418.37%-423.4pp |
| Employer contribution / active EE | $11,250 | $3,129+259.5% | $2,414+366.1% | $4,742+137.3% |
| Participant deferral / active EE | $0 | $4,694-100.0% | $3,986-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $9,132-100.0% | $6,835-100.0% | $11,431-100.0% |