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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 | $131,048 | $223,823-41.5% | $211,142-37.9% | $154,746-15.3% |
| Participation rate | 66.7% | 87.9%-21.2pp | 87.3%-20.6pp | 80.7%-14.0pp |
| Annual return | 17.15% | 50.39%-33.2pp | 46.84%-29.7pp | 172.34%-155.2pp |
| Employer contribution / active EE | $4,000 | $6,787-41.1% | $6,442-37.9% | $4,379-8.7% |
| Participant deferral / active EE | $4,000 | $9,750-59.0% | $9,284-56.9% | $6,730-40.6% |
| Admin fee / account holder | $20 | $19,707-99.9% | $19,076-99.9% | $14,365-99.9% |