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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 | $433,704-100.0% | $490,804-100.0% | $286,788-100.0% |
| Participation rate | 0.0% | 15.4%-15.4pp | 7.1%-7.1pp | 37.6%-37.6pp |
| Annual return | 9.95% | 11.35%-1.4pp | 14.84%-4.9pp | 9.30%+0.6pp |
| Employer contribution / active EE | $288,252 | $43,544+562.0% | $37,950+659.6% | $43,748+558.9% |
| Participant deferral / active EE | $0 | $34-100.0% | $127-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $1-100.0% | $1-100.0% | $12,596-100.0% |