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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 | $50,135 | $152,591-67.1% | $117,529-57.3% | $134,545-62.7% |
| Participation rate | 25.0% | 77.1%-52.1pp | 70.6%-45.6pp | 81.2%-56.2pp |
| Annual return | -17.66% | 53.04%-70.7pp | 29.77%-47.4pp | 418.37%-436.0pp |
| Employer contribution / active EE | $0 | $5,576-100.0% | $4,179-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $3,000 | $4,821-37.8% | $4,072-26.3% | $6,401-53.1% |
| Admin fee / account holder | $90 | $7,004-98.7% | $5,645-98.4% | $11,431-99.2% |