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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 | $111,789 | $90,320+23.8% | $59,496+87.9% | $125,389-10.8% |
| Participation rate | 28.6% | 68.3%-39.7pp | 54.6%-26.0pp | 83.2%-54.6pp |
| Annual return | -1.06% | 369.13%-370.2pp | 182.05%-183.1pp | 282.24%-283.3pp |
| Employer contribution / active EE | $147 | $1,792-91.8% | $1,153-87.2% | $4,866-97.0% |
| Participant deferral / active EE | $184 | $2,716-93.2% | $1,829-89.9% | $5,352-96.6% |
| Admin fee / account holder | $0 | $3,063-100.0% | $2,232-100.0% | $9,541-100.0% |