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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 | $417,381-100.0% | $417,381-100.0% | $339,457-100.0% |
| Participation rate | 0.0% | 47.0%-47.0pp | 28.2%-28.2pp | 43.9%-43.9pp |
| Annual return | 7.39% | 4.96%+2.4pp | 5.83%+1.6pp | 13.05%-5.7pp |
| Employer contribution / active EE | $18,000 | $45,547-60.5% | $38,332-53.0% | $37,651-52.2% |
| Participant deferral / active EE | $0 | $124-100.0% | $165-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $6,587-100.0% | $6,587-100.0% | $31,074-100.0% |