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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 | $554,306-100.0% | $193,871-100.0% | $554,306-100.0% |
| Participation rate | 60.0% | 84.6%-24.6pp | 85.6%-25.6pp | 84.6%-24.6pp |
| Annual return | 0.00% | 10.47%-10.5pp | 15.27%-15.3pp | 10.47%-10.5pp |
| Employer contribution / active EE | $0 | $25,289-100.0% | $4,691-100.0% | $25,289-100.0% |
| Participant deferral / active EE | $0 | $3,690-100.0% | $2,779-100.0% | $3,690-100.0% |
| Admin fee / account holder | $0 | $49,540-100.0% | $12,948-100.0% | $49,540-100.0% |