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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 | $49,798 | $84,684-41.2% | $73,835-32.6% | $125,388-60.3% |
| Participation rate | 33.3% | 76.8%-43.4pp | 73.4%-40.1pp | 83.2%-49.9pp |
| Annual return | -0.35% | 3123.93%-3124.3pp | 2268.13%-2268.5pp | 282.24%-282.6pp |
| Employer contribution / active EE | $791 | $3,123-74.7% | $2,788-71.6% | $4,866-83.7% |
| Participant deferral / active EE | $3,309 | $3,993-17.1% | $3,583-7.7% | $5,352-38.2% |
| Admin fee / account holder | $265 | $5,691-95.3% | $4,880-94.6% | $9,541-97.2% |