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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 | $101,619 | $201,370-49.5% | $184,256-44.8% | $145,897-30.3% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 12.96% | 29.05%-16.1pp | 28.85%-15.9pp | 552.29%-539.3pp |
| Employer contribution / active EE | $4,000 | $7,024-43.1% | $6,427-37.8% | $4,663-14.2% |
| Participant deferral / active EE | $4,000 | $9,808-59.2% | $9,133-56.2% | $6,689-40.2% |
| Admin fee / account holder | $20 | $16,364-99.9% | $13,899-99.9% | $13,390-99.9% |