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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 | $30,073 | $104,106-71.1% | $71,086-57.7% | $135,382-77.8% |
| Participation rate | 20.0% | 65.7%-45.7pp | 54.7%-34.7pp | 82.6%-62.6pp |
| Annual return | -8.63% | 1256.30%-1264.9pp | 650.59%-659.2pp | 519.77%-528.4pp |
| Employer contribution / active EE | $573 | $1,485-61.4% | $1,088-47.3% | $4,779-88.0% |
| Participant deferral / active EE | $1,569 | $2,527-37.9% | $1,874-16.3% | $5,609-72.0% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,829-100.0% |