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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 | $25,365 | $104,116-75.6% | $71,089-64.3% | $135,380-81.3% |
| Participation rate | 25.0% | 65.7%-40.7pp | 54.6%-29.6pp | 82.6%-57.6pp |
| Annual return | -9.65% | 1256.51%-1266.2pp | 650.65%-660.3pp | 519.81%-529.5pp |
| Employer contribution / active EE | $285 | $1,485-80.8% | $1,088-73.8% | $4,779-94.0% |
| Participant deferral / active EE | $3,000 | $2,524+18.9% | $1,873+60.2% | $5,609-46.5% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,828-100.0% |