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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 | $24,200 | $138,072-82.5% | $123,549-80.4% | $135,382-82.1% |
| Participation rate | 57.1% | 84.7%-27.6pp | 82.3%-25.2pp | 82.6%-25.5pp |
| Annual return | 0.24% | 153.69%-153.5pp | 119.20%-119.0pp | 519.77%-519.5pp |
| Employer contribution / active EE | $1,170 | $5,152-77.3% | $4,628-74.7% | $4,779-75.5% |
| Participant deferral / active EE | $3,925 | $6,799-42.3% | $6,426-38.9% | $5,609-30.0% |
| Admin fee / account holder | $3 | $10,917-100.0% | $9,284-100.0% | $10,829-100.0% |