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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 | $29,845 | $104,116-71.3% | $71,089-58.0% | $135,380-78.0% |
| Participation rate | 40.0% | 65.7%-25.7pp | 54.6%-14.6pp | 82.6%-42.6pp |
| Annual return | -4.88% | 1256.51%-1261.4pp | 650.65%-655.5pp | 519.81%-524.7pp |
| Employer contribution / active EE | $600 | $1,485-59.6% | $1,088-44.8% | $4,779-87.4% |
| 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% |