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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 | $56,918 | $82,630-31.1% | $64,105-11.2% | $125,389-54.6% |
| Participation rate | 50.0% | 75.9%-25.9pp | 68.2%-18.2pp | 83.2%-33.2pp |
| Annual return | -0.42% | 1489.72%-1490.1pp | 791.24%-791.7pp | 282.24%-282.7pp |
| Employer contribution / active EE | $986 | $2,671-63.1% | $1,820-45.8% | $4,866-79.7% |
| Participant deferral / active EE | $4,753 | $3,608+31.7% | $2,822+68.5% | $5,352-11.2% |
| Admin fee / account holder | $0 | $6,382-100.0% | $4,499-100.0% | $9,541-100.0% |