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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 | $28,874 | $93,098-69.0% | $77,081-62.5% | $134,509-78.5% |
| Participation rate | 64.7% | 74.5%-9.8pp | 67.9%-3.2pp | 81.2%-16.5pp |
| Annual return | -19.03% | 62.63%-81.7pp | 42.33%-61.4pp | 418.13%-437.2pp |
| Employer contribution / active EE | $0 | $3,419-100.0% | $2,813-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,420 | $5,239-72.9% | $4,428-67.9% | $6,400-77.8% |
| Admin fee / account holder | $0 | $6,945-100.0% | $5,427-100.0% | $11,427-100.0% |