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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 | $26,534 | $64,716-59.0% | $112,258-76.4% | $68,495-61.3% |
| Participation rate | 19.8% | 67.2%-47.4pp | 75.1%-55.3pp | 67.9%-48.1pp |
| Annual return | -13.03% | -11.40%-1.6pp | 27.47%-40.5pp | -7.84%-5.2pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,636-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,028-100.0% |
| Admin fee / account holder | $3 | $5,232-99.9% | $6,411-99.9% | $5,403-99.9% |