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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 | $47,077 | $75,828-37.9% | $147,617-68.1% | $59,632-21.1% |
| Participation rate | 21.7% | 71.6%-49.8pp | 84.6%-62.9pp | 68.7%-46.9pp |
| Annual return | -2.12% | 0.37%-2.5pp | 61.98%-64.1pp | 2041.32%-2043.4pp |
| Employer contribution / active EE | $368 | $3,485-89.4% | $5,565-93.4% | $2,203-83.3% |
| Participant deferral / active EE | $912 | $3,130-70.9% | $4,895-81.4% | $3,192-71.4% |
| Admin fee / account holder | $200 | $5,985-96.7% | $11,611-98.3% | $4,297-95.3% |