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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 | $19,030 | $82,630-77.0% | $64,105-70.3% | $125,389-84.8% |
| Participation rate | 22.2% | 75.9%-53.6pp | 68.2%-45.9pp | 83.2%-61.0pp |
| Annual return | -1.45% | 1489.72%-1491.2pp | 791.24%-792.7pp | 282.24%-283.7pp |
| Employer contribution / active EE | $341 | $2,671-87.2% | $1,820-81.3% | $4,866-93.0% |
| Participant deferral / active EE | $1,863 | $3,608-48.4% | $2,822-34.0% | $5,352-65.2% |
| Admin fee / account holder | $68 | $6,382-98.9% | $4,499-98.5% | $9,541-99.3% |