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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 | $50,710 | $78,694-35.6% | $67,652-25.0% | $125,389-59.6% |
| Participation rate | 62.5% | 78.8%-16.3pp | 75.7%-13.2pp | 83.2%-20.7pp |
| Annual return | -1.04% | 9.46%-10.5pp | 6625.40%-6626.4pp | 282.24%-283.3pp |
| Employer contribution / active EE | $1,129 | $3,044-62.9% | $2,266-50.2% | $4,866-76.8% |
| Participant deferral / active EE | $2,384 | $4,292-44.5% | $3,560-33.0% | $5,352-55.5% |
| Admin fee / account holder | $297 | $7,403-96.0% | $4,821-93.8% | $9,541-96.9% |