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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 | $56,872 | $84,685-32.8% | $73,836-23.0% | $125,389-54.6% |
| Participation rate | 50.0% | 76.8%-26.8pp | 73.4%-23.4pp | 83.2%-33.2pp |
| Annual return | 0.32% | 3123.80%-3123.5pp | 2268.06%-2267.7pp | 282.24%-281.9pp |
| Employer contribution / active EE | $1,769 | $3,123-43.3% | $2,787-36.5% | $4,866-63.6% |
| Participant deferral / active EE | $4,001 | $3,993+0.2% | $3,583+11.7% | $5,352-25.2% |
| Admin fee / account holder | $213 | $5,694-96.3% | $4,882-95.6% | $9,541-97.8% |