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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 | $23,146 | $104,116-77.8% | $71,089-67.4% | $135,380-82.9% |
| Participation rate | 50.0% | 65.7%-15.7pp | 54.6%-4.6pp | 82.6%-32.6pp |
| Annual return | -11.19% | 1256.51%-1267.7pp | 650.65%-661.8pp | 519.81%-531.0pp |
| Employer contribution / active EE | $936 | $1,485-37.0% | $1,088-13.9% | $4,779-80.4% |
| Participant deferral / active EE | $2,574 | $2,524+2.0% | $1,873+37.5% | $5,609-54.1% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,828-100.0% |