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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 | $77,102 | $82,630-6.7% | $64,105+20.3% | $125,388-38.5% |
| Participation rate | 58.3% | 75.9%-17.5pp | 68.2%-9.8pp | 83.2%-24.9pp |
| Annual return | -2.64% | 1489.72%-1492.4pp | 791.24%-793.9pp | 282.24%-284.9pp |
| Employer contribution / active EE | $1,545 | $2,671-42.2% | $1,820-15.1% | $4,866-68.3% |
| Participant deferral / active EE | $3,086 | $3,608-14.5% | $2,822+9.4% | $5,352-42.3% |
| Admin fee / account holder | $0 | $6,382-100.0% | $4,499-100.0% | $9,541-100.0% |