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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 | $46,314 | $97,729-52.6% | $83,830-44.8% | $135,379-65.8% |
| Participation rate | 66.7% | 80.0%-13.3pp | 76.1%-9.5pp | 82.6%-16.0pp |
| Annual return | -3.60% | 1287.52%-1291.1pp | 850.97%-854.6pp | 519.79%-523.4pp |
| Employer contribution / active EE | $1,318 | $4,222-68.8% | $3,631-63.7% | $4,779-72.4% |
| Participant deferral / active EE | $2,468 | $4,683-47.3% | $4,082-39.5% | $5,609-56.0% |
| Admin fee / account holder | $23 | $6,674-99.7% | $5,479-99.6% | $10,828-99.8% |