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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 | $385,693-100.0% | $385,693-100.0% | $484,799-100.0% |
| Participation rate | 0.0% | 84.6%-84.6pp | 84.6%-84.6pp | 91.1%-91.1pp |
| Annual return | 0.00% | 14.57%-14.6pp | 13.98%-14.0pp | 5.95%-5.9pp |
| Employer contribution / active EE | $149,000 | $30,623+386.6% | $29,699+401.7% | $27,493+442.0% |
| Participant deferral / active EE | $0 | $8,397-100.0% | $8,397-100.0% | $6,572-100.0% |
| Admin fee / account holder | $0 | $1,136-100.0% | $1,136-100.0% | $18,209-100.0% |