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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 | $100,206 | $63,342+58.2% | $92,236+8.6% | $70,131+42.9% |
| Participation rate | 32.1% | 68.7%-36.5pp | 76.5%-44.3pp | 69.5%-37.4pp |
| Annual return | 15.36% | 530.15%-514.8pp | 176.29%-160.9pp | 73.14%-57.8pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,799 | $2,854-37.0% | $3,897-53.8% | $3,332-46.0% |
| Admin fee / account holder | $282 | $3,840-92.7% | $5,194-94.6% | $4,645-93.9% |