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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 | $25,492 | $84,697-69.9% | $73,845-65.5% | $125,393-79.7% |
| Participation rate | 50.0% | 76.8%-26.8pp | 73.4%-23.4pp | 83.2%-33.2pp |
| Annual return | -2.32% | 3123.66%-3126.0pp | 2267.91%-2270.2pp | 282.23%-284.5pp |
| Employer contribution / active EE | $530 | $3,123-83.0% | $2,788-81.0% | $4,866-89.1% |
| Participant deferral / active EE | $1,238 | $3,993-69.0% | $3,583-65.5% | $5,351-76.9% |
| Admin fee / account holder | $0 | $5,692-100.0% | $4,881-100.0% | $9,541-100.0% |