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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 | $49,195 | $90,320-45.5% | $59,496-17.3% | $125,389-60.8% |
| Participation rate | 50.0% | 68.3%-18.3pp | 54.6%-4.6pp | 83.2%-33.2pp |
| Annual return | -1.28% | 369.13%-370.4pp | 182.05%-183.3pp | 282.24%-283.5pp |
| Employer contribution / active EE | $619 | $1,792-65.5% | $1,153-46.3% | $4,866-87.3% |
| Participant deferral / active EE | $1,925 | $2,716-29.1% | $1,829+5.2% | $5,352-64.0% |
| Admin fee / account holder | $0 | $3,063-100.0% | $2,232-100.0% | $9,541-100.0% |