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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 | $15,990-100.0% | $15,990-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 50.0%-50.0pp | 20.0%-20.0pp | 45.9%-45.9pp |
| Annual return | 0.00% | 7.81%-7.8pp | 8.74%-8.7pp | 10.21%-10.2pp |
| Employer contribution / active EE | $39,286 | $24,273+61.8% | $19,869+97.7% | $42,272-7.1% |
| Participant deferral / active EE | $0 | $0 | $0 | $121-100.0% |
| Admin fee / account holder | $0 | $627-100.0% | $627-100.0% | $13,518-100.0% |