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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 | $58,055 | $84,685-31.4% | $73,836-21.4% | $125,389-53.7% |
| Participation rate | 30.0% | 76.8%-46.8pp | 73.4%-43.4pp | 83.2%-53.2pp |
| Annual return | -2.54% | 3123.80%-3126.3pp | 2268.06%-2270.6pp | 282.24%-284.8pp |
| Employer contribution / active EE | $882 | $3,123-71.8% | $2,787-68.4% | $4,866-81.9% |
| Participant deferral / active EE | $1,016 | $3,993-74.6% | $3,583-71.6% | $5,352-81.0% |
| Admin fee / account holder | $297 | $5,694-94.8% | $4,882-93.9% | $9,541-96.9% |