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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 | $59,186 | $39,798+48.7% | $67,704-12.6% | $59,633-0.8% |
| Participation rate | 43.8% | 57.4%-13.6pp | 67.5%-23.8pp | 68.7%-24.9pp |
| Annual return | -0.54% | 89.94%-90.5pp | 25.41%-26.0pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $778 | $1,393-44.1% | $2,559-69.6% | $2,203-64.7% |
| Participant deferral / active EE | $1,942 | $2,335-16.8% | $3,585-45.8% | $3,192-39.1% |
| Admin fee / account holder | $251 | $3,212-92.2% | $4,255-94.1% | $4,297-94.2% |