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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 | $60,860 | $84,697-28.1% | $73,845-17.6% | $125,393-51.5% |
| Participation rate | 23.5% | 76.8%-53.2pp | 73.4%-49.9pp | 83.2%-59.7pp |
| Annual return | -1.94% | 3123.66%-3125.6pp | 2267.91%-2269.9pp | 282.23%-284.2pp |
| Employer contribution / active EE | $1,808 | $3,123-42.1% | $2,788-35.2% | $4,866-62.9% |
| Participant deferral / active EE | $2,824 | $3,993-29.3% | $3,583-21.2% | $5,351-47.2% |
| Admin fee / account holder | $0 | $5,692-100.0% | $4,881-100.0% | $9,541-100.0% |