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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 | $45,998 | $135,639-66.1% | $110,241-58.3% | $135,382-66.0% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.8%-13.2pp | 82.6%-16.0pp |
| Annual return | -6.67% | 513.21%-519.9pp | 314.75%-321.4pp | 519.77%-526.4pp |
| Employer contribution / active EE | $1,357 | $4,907-72.3% | $3,827-64.5% | $4,779-71.6% |
| Participant deferral / active EE | $2,802 | $5,507-49.1% | $4,672-40.0% | $5,609-50.0% |
| Admin fee / account holder | $5 | $11,457-100.0% | $8,548-99.9% | $10,829-100.0% |