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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 | $46,216 | $95,979-51.8% | $74,551-38.0% | $135,380-65.9% |
| Participation rate | 56.3% | 75.7%-19.4pp | 69.1%-12.9pp | 82.6%-26.4pp |
| Annual return | -0.14% | 56.97%-57.1pp | 32.53%-32.7pp | 519.81%-519.9pp |
| Employer contribution / active EE | $1,328 | $2,716-51.1% | $1,961-32.3% | $4,779-72.2% |
| Participant deferral / active EE | $5,132 | $3,844+33.5% | $3,108+65.1% | $5,609-8.5% |
| Admin fee / account holder | $230 | $6,522-96.5% | $5,059-95.5% | $10,828-97.9% |