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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 | $12,869 | $84,685-84.8% | $73,836-82.6% | $125,389-89.7% |
| Participation rate | 57.1% | 76.8%-19.6pp | 73.4%-16.3pp | 83.2%-26.0pp |
| Annual return | -3.52% | 3123.80%-3127.3pp | 2268.06%-2271.6pp | 282.24%-285.8pp |
| Employer contribution / active EE | $2,902 | $3,123-7.1% | $2,787+4.1% | $4,866-40.4% |
| Participant deferral / active EE | $2,010 | $3,993-49.7% | $3,583-43.9% | $5,352-62.4% |
| Admin fee / account holder | $17 | $5,694-99.7% | $4,882-99.7% | $9,541-99.8% |