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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 | $37,447 | $75,832-50.6% | $147,617-74.6% | $59,633-37.2% |
| Participation rate | 57.9% | 71.6%-13.7pp | 84.6%-26.7pp | 68.7%-10.8pp |
| Annual return | -1.64% | 0.37%-2.0pp | 61.98%-63.6pp | 2041.45%-2043.1pp |
| Employer contribution / active EE | $603 | $3,485-82.7% | $5,564-89.2% | $2,203-72.6% |
| Participant deferral / active EE | $2,415 | $3,131-22.9% | $4,895-50.7% | $3,192-24.3% |
| Admin fee / account holder | $227 | $5,986-96.2% | $11,612-98.0% | $4,297-94.7% |