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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 | $45,331 | $84,518-46.4% | $67,704-33.0% | $125,389-63.8% |
| Participation rate | 47.4% | 74.8%-27.4pp | 67.5%-20.1pp | 83.2%-35.8pp |
| Annual return | -1.06% | 2.57%-3.6pp | 25.41%-26.5pp | 282.24%-283.3pp |
| Employer contribution / active EE | $0 | $3,292-100.0% | $2,559-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,008 | $4,430-77.2% | $3,585-71.9% | $5,352-81.2% |
| Admin fee / account holder | $121 | $5,340-97.7% | $4,255-97.2% | $9,541-98.7% |