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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 | $121,449 | $148,629-18.3% | $135,982-10.7% | $139,487-12.9% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 22.10% | 79.33%-57.2pp | 68.32%-46.2pp | 373.84%-351.7pp |
| Employer contribution / active EE | $11,250 | $5,247+114.4% | $4,859+131.5% | $4,755+136.6% |
| Participant deferral / active EE | $3,750 | $8,102-53.7% | $7,760-51.7% | $6,713-44.1% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |