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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 | $32,466 | $84,697-61.7% | $73,845-56.0% | $125,393-74.1% |
| Participation rate | 69.2% | 76.8%-7.5pp | 73.4%-4.2pp | 83.2%-14.0pp |
| Annual return | -1.76% | 3123.66%-3125.4pp | 2267.91%-2269.7pp | 282.23%-284.0pp |
| Employer contribution / active EE | $619 | $3,123-80.2% | $2,788-77.8% | $4,866-87.3% |
| Participant deferral / active EE | $2,251 | $3,993-43.6% | $3,583-37.2% | $5,351-57.9% |
| Admin fee / account holder | $23 | $5,692-99.6% | $4,881-99.5% | $9,541-99.8% |