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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 | $58,448 | $104,106-43.9% | $71,086-17.8% | $135,379-56.8% |
| Participation rate | 15.0% | 65.7%-50.7pp | 54.7%-39.7pp | 82.6%-67.6pp |
| Annual return | -8.19% | 1256.30%-1264.5pp | 650.59%-658.8pp | 519.79%-528.0pp |
| Employer contribution / active EE | $1,629 | $1,485+9.7% | $1,088+49.8% | $4,779-65.9% |
| Participant deferral / active EE | $2,045 | $2,527-19.1% | $1,874+9.1% | $5,609-63.5% |
| Admin fee / account holder | $15 | $4,142-99.6% | $3,082-99.5% | $10,828-99.9% |