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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 | $15,289-100.0% | $15,289-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 50.0%-50.0pp | 20.0%-20.0pp | 46.4%-46.4pp |
| Annual return | 1.01% | -5.40%+6.4pp | -4.45%+5.5pp | -82.67%+83.7pp |
| Employer contribution / active EE | $57,143 | $45,073+26.8% | $36,974+54.6% | $43,771+30.6% |
| Participant deferral / active EE | $0 | $0 | $0 | $103-100.0% |
| Admin fee / account holder | $0 | $740-100.0% | $740-100.0% | $11,204-100.0% |