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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 | $36,466 | $97,732-62.7% | $83,831-56.5% | $135,380-73.1% |
| Participation rate | 50.0% | 80.0%-30.0pp | 76.1%-26.1pp | 82.6%-32.6pp |
| Annual return | -3.43% | 1287.56%-1291.0pp | 850.99%-854.4pp | 519.81%-523.2pp |
| Employer contribution / active EE | $870 | $4,222-79.4% | $3,631-76.0% | $4,779-81.8% |
| Participant deferral / active EE | $1,385 | $4,683-70.4% | $4,082-66.1% | $5,609-75.3% |
| Admin fee / account holder | $0 | $6,675-100.0% | $5,479-100.0% | $10,828-100.0% |