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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 | $175,257-100.0% | $149,717-100.0% | $139,456-100.0% |
| Participation rate | 0.0% | 83.4%-83.4pp | 78.8%-78.8pp | 80.3%-80.3pp |
| Annual return | 18.09% | 166.70%-148.6pp | 134.41%-116.3pp | 373.45%-355.4pp |
| Employer contribution / active EE | $43,500 | $5,477+694.3% | $4,820+802.5% | $4,753+815.3% |
| Participant deferral / active EE | $22,500 | $6,521+245.0% | $5,682+296.0% | $6,711+235.3% |
| Admin fee / account holder | $0 | $16,156-100.0% | $13,213-100.0% | $11,407-100.0% |