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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 | $41,113 | $75,832-45.8% | $147,617-72.1% | $59,633-31.1% |
| Participation rate | 42.3% | 71.6%-29.3pp | 84.6%-42.3pp | 68.7%-26.4pp |
| Annual return | -0.15% | 0.37%-0.5pp | 61.98%-62.1pp | 2041.45%-2041.6pp |
| Employer contribution / active EE | $661 | $3,485-81.0% | $5,564-88.1% | $2,203-70.0% |
| Participant deferral / active EE | $1,149 | $3,131-63.3% | $4,895-76.5% | $3,192-64.0% |
| Admin fee / account holder | $0 | $5,986-100.0% | $11,612-100.0% | $4,297-100.0% |