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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 | $26,965 | $67,352-60.0% | $60,899-55.7% | $134,509-80.0% |
| Participation rate | 54.5% | 76.2%-21.6pp | 73.1%-18.6pp | 81.2%-26.7pp |
| Annual return | -14.62% | 49.99%-64.6pp | 16.92%-31.5pp | 418.13%-432.8pp |
| Employer contribution / active EE | $0 | $3,098-100.0% | $2,702-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,850 | $4,539-15.2% | $3,817+0.9% | $6,400-39.9% |
| Admin fee / account holder | $223 | $4,585-95.1% | $3,225-93.1% | $11,427-98.1% |