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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 | $20,785 | $49,177-57.7% | $79,466-73.8% | $64,173-67.6% |
| Participation rate | 50.0% | 65.0%-15.0pp | 73.3%-23.3pp | 69.6%-19.6pp |
| Annual return | -6.97% | -1.16%-5.8pp | 718.28%-725.2pp | 7.63%-14.6pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,679 | $2,821-40.5% | $3,704-54.7% | $3,470-51.6% |
| Admin fee / account holder | $206 | $3,839-94.6% | $5,104-96.0% | $4,887-95.8% |