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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 | $79,335 | $185,905-57.3% | $170,057-53.3% | $139,487-43.1% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 18.35% | 60.56%-42.2pp | 53.42%-35.1pp | 373.84%-355.5pp |
| Employer contribution / active EE | $4,000 | $7,597-47.3% | $6,790-41.1% | $4,755-15.9% |
| Participant deferral / active EE | $4,000 | $11,627-65.6% | $10,411-61.6% | $6,713-40.4% |
| Admin fee / account holder | $20 | $15,397-99.9% | $12,826-99.8% | $11,407-99.8% |