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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 | $57,660 | $133,998-57.0% | $112,263-48.6% | $134,545-57.1% |
| Participation rate | 29.2% | 78.6%-49.4pp | 75.1%-45.9pp | 81.2%-52.1pp |
| Annual return | -8.89% | 47.17%-56.1pp | 27.49%-36.4pp | 418.37%-427.3pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,468 | $5,292-53.4% | $4,729-47.8% | $6,401-61.5% |
| Admin fee / account holder | $0 | $7,493-100.0% | $6,410-100.0% | $11,431-100.0% |