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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 | $115,183 | $223,823-48.5% | $211,142-45.4% | $154,746-25.6% |
| Participation rate | 50.0% | 87.9%-37.9pp | 87.3%-37.3pp | 80.7%-30.7pp |
| Annual return | 115.20% | 50.39%+64.8pp | 46.84%+68.4pp | 172.34%-57.1pp |
| Employer contribution / active EE | $4,104 | $6,787-39.5% | $6,442-36.3% | $4,379-6.3% |
| Participant deferral / active EE | $30,750 | $9,750+215.4% | $9,284+231.2% | $6,730+356.9% |
| Admin fee / account holder | $20 | $19,707-99.9% | $19,076-99.9% | $14,365-99.9% |