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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 | $23,773 | $84,685-71.9% | $73,836-67.8% | $125,389-81.0% |
| Participation rate | 30.0% | 76.8%-46.8pp | 73.4%-43.4pp | 83.2%-53.2pp |
| Annual return | -1.24% | 3123.80%-3125.0pp | 2268.06%-2269.3pp | 282.24%-283.5pp |
| Employer contribution / active EE | $695 | $3,123-77.8% | $2,787-75.1% | $4,866-85.7% |
| Participant deferral / active EE | $924 | $3,993-76.9% | $3,583-74.2% | $5,352-82.7% |
| Admin fee / account holder | $25 | $5,694-99.6% | $4,882-99.5% | $9,541-99.7% |