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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 | $209,874-100.0% | $189,537-100.0% | $167,536-100.0% |
| Participation rate | 0.0% | 88.7%-88.7pp | 87.8%-87.8pp | 82.1%-82.1pp |
| Annual return | 24.42% | 748.61%-724.2pp | 555.34%-530.9pp | 478.82%-454.4pp |
| Employer contribution / active EE | $20,687 | $6,913+199.2% | $6,161+235.8% | $4,839+327.5% |
| Participant deferral / active EE | $13,000 | $8,934+45.5% | $8,220+58.2% | $6,342+105.0% |
| Admin fee / account holder | $0 | $14,299-100.0% | $12,048-100.0% | $12,315-100.0% |