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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 | $77,571 | $82,630-6.1% | $64,105+21.0% | $125,388-38.1% |
| Participation rate | 33.3% | 75.9%-42.5pp | 68.2%-34.8pp | 83.2%-49.9pp |
| Annual return | -3.65% | 1489.72%-1493.4pp | 791.24%-794.9pp | 282.24%-285.9pp |
| Employer contribution / active EE | $1,214 | $2,671-54.5% | $1,820-33.3% | $4,866-75.0% |
| Participant deferral / active EE | $7,024 | $3,608+94.6% | $2,822+148.9% | $5,352+31.2% |
| Admin fee / account holder | $0 | $6,382-100.0% | $4,499-100.0% | $9,541-100.0% |