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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 | $37,380 | $95,979-61.1% | $74,551-49.9% | $135,380-72.4% |
| Participation rate | 37.5% | 75.7%-38.2pp | 69.1%-31.6pp | 82.6%-45.1pp |
| Annual return | -4.37% | 56.97%-61.3pp | 32.53%-36.9pp | 519.81%-524.2pp |
| Employer contribution / active EE | $712 | $2,716-73.8% | $1,961-63.7% | $4,779-85.1% |
| Participant deferral / active EE | $3,265 | $3,844-15.1% | $3,108+5.0% | $5,609-41.8% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |