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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 | $30,102 | $82,630-63.6% | $64,105-53.0% | $125,389-76.0% |
| Participation rate | 66.7% | 75.9%-9.2pp | 68.2%-1.5pp | 83.2%-16.5pp |
| Annual return | -1.20% | 1489.72%-1490.9pp | 791.24%-792.4pp | 282.24%-283.4pp |
| Employer contribution / active EE | $2,303 | $2,671-13.8% | $1,820+26.5% | $4,866-52.7% |
| Participant deferral / active EE | $3,782 | $3,608+4.8% | $2,822+34.0% | $5,352-29.3% |
| Admin fee / account holder | $32 | $6,382-99.5% | $4,499-99.3% | $9,541-99.7% |