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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 | $93,535 | $90,607+3.2% | $79,467+17.7% | $135,380-30.9% |
| Participation rate | 37.5% | 76.0%-38.5pp | 73.3%-35.8pp | 82.6%-45.1pp |
| Annual return | -2.06% | 977.74%-979.8pp | 718.30%-720.4pp | 519.81%-521.9pp |
| Employer contribution / active EE | $869 | $3,068-71.7% | $2,800-69.0% | $4,779-81.8% |
| Participant deferral / active EE | $1,168 | $4,050-71.2% | $3,704-68.5% | $5,609-79.2% |
| Admin fee / account holder | $63 | $5,895-98.9% | $5,104-98.8% | $10,828-99.4% |