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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 | $34,158 | $97,732-65.0% | $83,831-59.3% | $135,380-74.8% |
| Participation rate | 62.5% | 80.0%-17.5pp | 76.1%-13.6pp | 82.6%-20.1pp |
| Annual return | -5.60% | 1287.56%-1293.2pp | 850.99%-856.6pp | 519.81%-525.4pp |
| Employer contribution / active EE | $1,396 | $4,222-66.9% | $3,631-61.5% | $4,779-70.8% |
| Participant deferral / active EE | $2,449 | $4,683-47.7% | $4,082-40.0% | $5,609-56.3% |
| Admin fee / account holder | $19 | $6,675-99.7% | $5,479-99.7% | $10,828-99.8% |