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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 | $14,311 | $39,798-64.0% | $67,704-78.9% | $59,633-76.0% |
| Participation rate | 25.0% | 57.4%-32.4pp | 67.5%-42.5pp | 68.7%-43.7pp |
| Annual return | -0.18% | 89.94%-90.1pp | 25.41%-25.6pp | 2041.45%-2041.6pp |
| Employer contribution / active EE | $573 | $1,393-58.9% | $2,559-77.6% | $2,203-74.0% |
| Participant deferral / active EE | $1,046 | $2,335-55.2% | $3,585-70.8% | $3,192-67.2% |
| Admin fee / account holder | $0 | $3,212-100.0% | $4,255-100.0% | $4,297-100.0% |