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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 | $93,708 | $82,630+13.4% | $64,105+46.2% | $125,393-25.3% |
| Participation rate | 40.0% | 75.9%-35.9pp | 68.2%-28.2pp | 83.2%-43.2pp |
| Annual return | -0.57% | 1489.72%-1490.3pp | 791.24%-791.8pp | 282.23%-282.8pp |
| Employer contribution / active EE | $751 | $2,671-71.9% | $1,820-58.7% | $4,866-84.6% |
| Participant deferral / active EE | $4,102 | $3,608+13.7% | $2,822+45.4% | $5,351-23.4% |
| Admin fee / account holder | $14 | $6,382-99.8% | $4,499-99.7% | $9,541-99.9% |