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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 | $58,613 | $104,116-43.7% | $71,089-17.6% | $135,380-56.7% |
| Participation rate | 38.9% | 65.7%-26.8pp | 54.6%-15.8pp | 82.6%-43.8pp |
| Annual return | -7.74% | 1256.51%-1264.3pp | 650.65%-658.4pp | 519.81%-527.5pp |
| Employer contribution / active EE | $499 | $1,485-66.4% | $1,088-54.2% | $4,779-89.6% |
| Participant deferral / active EE | $1,418 | $2,524-43.8% | $1,873-24.3% | $5,609-74.7% |
| Admin fee / account holder | $16 | $4,142-99.6% | $3,082-99.5% | $10,828-99.9% |