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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 | $20,631 | $84,685-75.6% | $73,836-72.1% | $125,389-83.5% |
| Participation rate | 50.0% | 76.8%-26.8pp | 73.4%-23.4pp | 83.2%-33.2pp |
| Annual return | -0.70% | 3123.80%-3124.5pp | 2268.06%-2268.8pp | 282.24%-282.9pp |
| Employer contribution / active EE | $826 | $3,123-73.6% | $2,787-70.4% | $4,866-83.0% |
| Participant deferral / active EE | $905 | $3,993-77.3% | $3,583-74.7% | $5,352-83.1% |
| Admin fee / account holder | $226 | $5,694-96.0% | $4,882-95.4% | $9,541-97.6% |