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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 | $56,188 | $84,697-33.7% | $73,845-23.9% | $125,393-55.2% |
| Participation rate | 66.7% | 76.8%-10.1pp | 73.4%-6.8pp | 83.2%-16.5pp |
| Annual return | 0.34% | 3123.66%-3123.3pp | 2267.91%-2267.6pp | 282.23%-281.9pp |
| Employer contribution / active EE | $1,007 | $3,123-67.8% | $2,788-63.9% | $4,866-79.3% |
| Participant deferral / active EE | $1,646 | $3,993-58.8% | $3,583-54.1% | $5,351-69.2% |
| Admin fee / account holder | $25 | $5,692-99.6% | $4,881-99.5% | $9,541-99.7% |