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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 | $76,751 | $84,697-9.4% | $73,845+3.9% | $125,393-38.8% |
| Participation rate | 50.0% | 76.8%-26.8pp | 73.4%-23.4pp | 83.2%-33.2pp |
| Annual return | -0.46% | 3123.66%-3124.1pp | 2267.91%-2268.4pp | 282.23%-282.7pp |
| Employer contribution / active EE | $6,161 | $3,123+97.3% | $2,788+121.0% | $4,866+26.6% |
| Participant deferral / active EE | $2,500 | $3,993-37.4% | $3,583-30.2% | $5,351-53.3% |
| Admin fee / account holder | $222 | $5,692-96.1% | $4,881-95.4% | $9,541-97.7% |