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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 | $85,177 | $84,685+0.6% | $73,836+15.4% | $125,389-32.1% |
| Participation rate | 55.6% | 76.8%-21.2pp | 73.4%-17.9pp | 83.2%-27.6pp |
| Annual return | 1.22% | 3123.80%-3122.6pp | 2268.06%-2266.8pp | 282.24%-281.0pp |
| Employer contribution / active EE | $600 | $3,123-80.8% | $2,787-78.5% | $4,866-87.7% |
| Participant deferral / active EE | $3,350 | $3,993-16.1% | $3,583-6.5% | $5,352-37.4% |
| Admin fee / account holder | $13 | $5,694-99.8% | $4,882-99.7% | $9,541-99.9% |