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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 | $100,254 | $165,381-39.4% | $149,730-33.0% | $158,966-36.9% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 10.28% | 348.29%-338.0pp | 276.70%-266.4pp | 302.95%-292.7pp |
| Employer contribution / active EE | $2,086 | $5,104-59.1% | $4,645-55.1% | $4,762-56.2% |
| Participant deferral / active EE | $13,000 | $7,182+81.0% | $6,843+90.0% | $5,983+117.3% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |