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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 | $42,281 | $104,106-59.4% | $71,086-40.5% | $135,382-68.8% |
| Participation rate | 57.1% | 65.7%-8.5pp | 54.7%+2.5pp | 82.6%-25.5pp |
| Annual return | -7.57% | 1256.30%-1263.9pp | 650.59%-658.2pp | 519.77%-527.3pp |
| Employer contribution / active EE | $1,253 | $1,485-15.6% | $1,088+15.2% | $4,779-73.8% |
| Participant deferral / active EE | $2,181 | $2,527-13.7% | $1,874+16.4% | $5,609-61.1% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,829-100.0% |