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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 | $201,370-100.0% | $184,256-100.0% | $145,897-100.0% |
| Participation rate | 0.0% | 87.5%-87.5pp | 86.8%-86.8pp | 80.3%-80.3pp |
| Annual return | 9.94% | 29.05%-19.1pp | 28.85%-18.9pp | 552.29%-542.4pp |
| Employer contribution / active EE | $36,098 | $7,024+413.9% | $6,427+461.6% | $4,663+674.2% |
| Participant deferral / active EE | $30,500 | $9,808+211.0% | $9,133+233.9% | $6,689+356.0% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |