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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 | $349,369-100.0% | - | $349,369-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 44.4%-44.4pp |
| Annual return | 2.03% | -9.96%+12.0pp | -9.70%+11.7pp | -14.65%+16.7pp |
| Employer contribution / active EE | $60,000 | $60,293-0.5% | $44,610+34.5% | $46,321+29.5% |
| Participant deferral / active EE | $0 | $0 | $0 | $60-100.0% |
| Admin fee / account holder | $0 | $14,582-100.0% | - | $14,582-100.0% |