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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 | -1.85% | 6787.26%-6789.1pp | 4397.19%-4399.0pp | 418.27%-420.1pp |
| Employer contribution / active EE | $24,004 | $4,402+445.3% | $3,769+536.8% | $4,741+406.3% |
| Participant deferral / active EE | $11,250 | $7,247+55.2% | $6,952+61.8% | $6,401+75.8% |
| Admin fee / account holder | $0 | $8,375-100.0% | $6,733-100.0% | $11,429-100.0% |