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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 | $88,027 | $82,630+6.5% | $64,105+37.3% | $125,388-29.8% |
| Participation rate | 40.0% | 75.9%-35.9pp | 68.2%-28.2pp | 83.2%-43.2pp |
| Annual return | -1.18% | 1489.72%-1490.9pp | 791.24%-792.4pp | 282.24%-283.4pp |
| Employer contribution / active EE | $656 | $2,671-75.4% | $1,820-64.0% | $4,866-86.5% |
| Participant deferral / active EE | $4,500 | $3,608+24.7% | $2,822+59.5% | $5,352-15.9% |
| Admin fee / account holder | $0 | $6,382-100.0% | $4,499-100.0% | $9,541-100.0% |