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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 | $100,216 | $100,2030% | $85,240+17.6% | $145,897-31.3% |
| Participation rate | 31.6% | 74.1%-42.5pp | 67.5%-35.9pp | 80.3%-48.7pp |
| Annual return | 13.91% | 84.28%-70.4pp | 66.75%-52.8pp | 552.29%-538.4pp |
| Employer contribution / active EE | $1,063 | $3,242-67.2% | $2,735-61.1% | $4,663-77.2% |
| Participant deferral / active EE | $3,689 | $5,299-30.4% | $4,527-18.5% | $6,689-44.8% |
| Admin fee / account holder | $29 | $7,265-99.6% | $6,165-99.5% | $13,390-99.8% |