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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 | $240,714-100.0% | - | $240,714-100.0% |
| Participation rate | 0.0% | 91.7%-91.7pp | 50.0%-50.0pp | 91.7%-91.7pp |
| Annual return | 11.59% | 6.51%+5.1pp | 7.39%+4.2pp | 6.51%+5.1pp |
| Employer contribution / active EE | $19,306 | $13,526+42.7% | $68,979-72.0% | $13,526+42.7% |
| Participant deferral / active EE | $0 | $9,348-100.0% | $0 | $9,348-100.0% |
| Admin fee / account holder | $0 | $100,511-100.0% | - | $100,511-100.0% |