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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 | $51,402 | $211,946-75.7% | $169,452-69.7% | $135,379-62.0% |
| Participation rate | 13.0% | 82.6%-69.6pp | 77.8%-64.7pp | 82.6%-69.6pp |
| Annual return | -6.28% | 3.26%-9.5pp | 1.83%-8.1pp | 519.79%-526.1pp |
| Employer contribution / active EE | $0 | $5,117-100.0% | $4,157-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $6,075-100.0% | $5,277-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $11,472-100.0% | $9,110-100.0% | $10,828-100.0% |