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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 | $45,765 | $39,798+15.0% | $67,704-32.4% | $59,633-23.3% |
| Participation rate | 49.0% | 57.4%-8.4pp | 67.5%-18.5pp | 68.7%-19.7pp |
| Annual return | -2.61% | 89.94%-92.5pp | 25.41%-28.0pp | 2041.45%-2044.1pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $2,559-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,526 | $2,335+8.2% | $3,585-29.5% | $3,192-20.9% |
| Admin fee / account holder | $2 | $3,212-99.9% | $4,255-100.0% | $4,297-100.0% |