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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 | $78,643 | $84,684-7.1% | $73,835+6.5% | $125,388-37.3% |
| Participation rate | 50.0% | 76.8%-26.8pp | 73.4%-23.4pp | 83.2%-33.2pp |
| Annual return | -0.93% | 3123.93%-3124.9pp | 2268.13%-2269.1pp | 282.24%-283.2pp |
| Employer contribution / active EE | $735 | $3,123-76.5% | $2,788-73.6% | $4,866-84.9% |
| Participant deferral / active EE | $3,340 | $3,993-16.3% | $3,583-6.8% | $5,352-37.6% |
| Admin fee / account holder | $0 | $5,691-100.0% | $4,880-100.0% | $9,541-100.0% |