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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 | $48,267 | $97,729-50.6% | $83,830-42.4% | $135,379-64.3% |
| Participation rate | 33.3% | 80.0%-46.6pp | 76.1%-42.8pp | 82.6%-49.3pp |
| Annual return | -6.10% | 1287.52%-1293.6pp | 850.97%-857.1pp | 519.79%-525.9pp |
| Employer contribution / active EE | $933 | $4,222-77.9% | $3,631-74.3% | $4,779-80.5% |
| Participant deferral / active EE | $6,000 | $4,683+28.1% | $4,082+47.0% | $5,609+7.0% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,479-100.0% | $10,828-100.0% |