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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 | $31,644 | $45,152-29.9% | $73,836-57.1% | $59,633-46.9% |
| Participation rate | 48.4% | 64.0%-15.6pp | 73.4%-25.1pp | 68.7%-20.3pp |
| Annual return | -1.20% | 27.40%-28.6pp | 2268.06%-2269.3pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $0 | $1,901-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,679 | $2,573-34.7% | $3,583-53.1% | $3,192-47.4% |
| Admin fee / account holder | $0 | $3,515-100.0% | $4,882-100.0% | $4,297-100.0% |