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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 | $202,342-100.0% | $172,752-100.0% | $152,897-100.0% |
| Participation rate | 0.0% | 87.1%-87.1pp | 82.6%-82.6pp | 82.5%-82.5pp |
| Annual return | 17.98% | 1029.83%-1011.8pp | 802.97%-785.0pp | 345.43%-327.4pp |
| Employer contribution / active EE | $21,835 | $5,858+272.8% | $5,144+324.5% | $4,764+358.4% |
| Participant deferral / active EE | $21,596 | $5,948+263.1% | $5,198+315.5% | $5,851+269.1% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |