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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 | $57,979 | $82,630-29.8% | $64,105-9.6% | $125,393-53.8% |
| Participation rate | 25.0% | 75.9%-50.9pp | 68.2%-43.2pp | 83.2%-58.2pp |
| Annual return | 0.09% | 1489.72%-1489.6pp | 791.24%-791.2pp | 282.23%-282.1pp |
| Employer contribution / active EE | $866 | $2,671-67.6% | $1,820-52.4% | $4,866-82.2% |
| Participant deferral / active EE | $1,283 | $3,608-64.4% | $2,822-54.5% | $5,351-76.0% |
| Admin fee / account holder | -$50 | $6,382-100.8% | $4,499-101.1% | $9,541-100.5% |