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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 | $99,668-100.0% | $86,451-100.0% | $134,545-100.0% |
| Participation rate | 0.0% | 82.1%-82.1pp | 80.3%-80.3pp | 81.2%-81.2pp |
| Annual return | -1.85% | 6789.61%-6791.5pp | 4398.51%-4400.4pp | 418.37%-420.2pp |
| Employer contribution / active EE | $24,004 | $4,403+445.2% | $3,770+536.7% | $4,742+406.2% |
| Participant deferral / active EE | $11,250 | $7,249+55.2% | $6,953+61.8% | $6,401+75.7% |
| Admin fee / account holder | $0 | $8,377-100.0% | $6,734-100.0% | $11,431-100.0% |