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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 | $286,788-100.0% | - | $286,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 37.6%-37.6pp |
| Annual return | 3.44% | 8.21%-4.8pp | 10.84%-7.4pp | 9.30%-5.9pp |
| Employer contribution / active EE | $33,333 | $45,479-26.7% | $35,054-4.9% | $43,748-23.8% |
| Participant deferral / active EE | $0 | $0 | $0 | $83-100.0% |
| Admin fee / account holder | $0 | $12,596-100.0% | - | $12,596-100.0% |