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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 | $44,703 | $97,732-54.3% | $83,831-46.7% | $135,380-67.0% |
| Participation rate | 37.5% | 80.0%-42.5pp | 76.1%-38.6pp | 82.6%-45.1pp |
| Annual return | -7.20% | 1287.56%-1294.8pp | 850.99%-858.2pp | 519.81%-527.0pp |
| Employer contribution / active EE | $802 | $4,222-81.0% | $3,631-77.9% | $4,779-83.2% |
| Participant deferral / active EE | $1,339 | $4,683-71.4% | $4,082-67.2% | $5,609-76.1% |
| Admin fee / account holder | $15 | $6,675-99.8% | $5,479-99.7% | $10,828-99.9% |