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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 | 23.32% | 748.61%-725.3pp | 555.34%-532.0pp | 478.82%-455.5pp |
| Employer contribution / active EE | $37,500 | $6,913+442.4% | $6,161+508.7% | $4,839+674.9% |
| Participant deferral / active EE | $26,000 | $8,934+191.0% | $8,220+216.3% | $6,342+309.9% |
| Admin fee / account holder | $0 | $14,299-100.0% | $12,048-100.0% | $12,315-100.0% |