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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 | $24,315 | $95,895-74.6% | $79,576-69.4% | $134,509-81.9% |
| Participation rate | 0.0% | 75.0%-75.0pp | 69.5%-69.5pp | 81.2%-81.2pp |
| Annual return | -15.09% | -2.72%-12.4pp | 0.15%-15.2pp | 418.13%-433.2pp |
| Employer contribution / active EE | $1,375 | $3,128-56.0% | $2,413-43.0% | $4,741-71.0% |
| Participant deferral / active EE | $1,719 | $4,693-63.4% | $3,985-56.9% | $6,400-73.1% |
| Admin fee / account holder | $0 | $9,129-100.0% | $6,834-100.0% | $11,427-100.0% |