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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 | $31,827 | $84,685-62.4% | $73,836-56.9% | $125,389-74.6% |
| Participation rate | 63.2% | 76.8%-13.6pp | 73.4%-10.3pp | 83.2%-20.0pp |
| Annual return | -1.06% | 3123.80%-3124.9pp | 2268.06%-2269.1pp | 282.24%-283.3pp |
| Employer contribution / active EE | $775 | $3,123-75.2% | $2,787-72.2% | $4,866-84.1% |
| Participant deferral / active EE | $1,579 | $3,993-60.4% | $3,583-55.9% | $5,352-70.5% |
| Admin fee / account holder | $277 | $5,694-95.1% | $4,882-94.3% | $9,541-97.1% |