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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 | $45,221 | $82,630-45.3% | $64,105-29.5% | $125,388-63.9% |
| Participation rate | 66.7% | 75.9%-9.2pp | 68.2%-1.5pp | 83.2%-16.5pp |
| Annual return | -1.77% | 1489.72%-1491.5pp | 791.24%-793.0pp | 282.24%-284.0pp |
| Employer contribution / active EE | $994 | $2,671-62.8% | $1,820-45.4% | $4,866-79.6% |
| Participant deferral / active EE | $1,192 | $3,608-67.0% | $2,822-57.8% | $5,352-77.7% |
| Admin fee / account holder | $44 | $6,382-99.3% | $4,499-99.0% | $9,541-99.5% |