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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 | $59,457 | $84,685-29.8% | $73,836-19.5% | $125,389-52.6% |
| Participation rate | 63.6% | 76.8%-13.1pp | 73.4%-9.8pp | 83.2%-19.6pp |
| Annual return | -1.46% | 3123.80%-3125.3pp | 2268.06%-2269.5pp | 282.24%-283.7pp |
| Employer contribution / active EE | $1,000 | $3,123-68.0% | $2,787-64.1% | $4,866-79.4% |
| Participant deferral / active EE | $3,987 | $3,993-0.1% | $3,583+11.3% | $5,352-25.5% |
| Admin fee / account holder | $4 | $5,694-99.9% | $4,882-99.9% | $9,541-100.0% |