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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 | $43,420 | $104,106-58.3% | $71,086-38.9% | $135,379-67.9% |
| Participation rate | 55.6% | 65.7%-10.1pp | 54.7%+0.9pp | 82.6%-27.1pp |
| Annual return | -1.43% | 1256.30%-1257.7pp | 650.59%-652.0pp | 519.79%-521.2pp |
| Employer contribution / active EE | $667 | $1,485-55.1% | $1,088-38.7% | $4,779-86.0% |
| Participant deferral / active EE | $1,923 | $2,527-23.9% | $1,874+2.6% | $5,609-65.7% |
| Admin fee / account holder | $48 | $4,142-98.8% | $3,082-98.4% | $10,828-99.6% |