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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 | $91,094 | $139,948-34.9% | $121,663-25.1% | $154,746-41.1% |
| Participation rate | 66.7% | 78.0%-11.3pp | 74.5%-7.8pp | 80.7%-14.0pp |
| Annual return | 19.05% | 230.52%-211.5pp | 147.54%-128.5pp | 172.34%-153.3pp |
| Employer contribution / active EE | $2,100 | $3,521-40.4% | $3,020-30.5% | $4,379-52.1% |
| Participant deferral / active EE | $4,569 | $5,629-18.8% | $4,887-6.5% | $6,730-32.1% |
| Admin fee / account holder | $0 | $17,321-100.0% | $14,289-100.0% | $14,365-100.0% |