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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 | $25,667 | $105,867-75.8% | $90,760-71.7% | $134,532-80.9% |
| Participation rate | 50.0% | 78.3%-28.3pp | 75.7%-25.7pp | 81.2%-31.2pp |
| Annual return | -14.75% | -10.99%-3.8pp | -12.16%-2.6pp | 418.27%-433.0pp |
| Employer contribution / active EE | $2,669 | $3,464-22.9% | $2,922-8.6% | $4,741-43.7% |
| Participant deferral / active EE | $0 | $5,217-100.0% | $4,565-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $13,936-100.0% | $8,444-100.0% | $11,429-100.0% |