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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 | $47,960 | $78,694-39.1% | $67,652-29.1% | $125,389-61.8% |
| Participation rate | 47.1% | 78.8%-31.7pp | 75.7%-28.6pp | 83.2%-36.1pp |
| Annual return | -0.72% | 9.46%-10.2pp | 6625.40%-6626.1pp | 282.24%-283.0pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,367 | $4,292-68.2% | $3,560-61.6% | $5,352-74.5% |
| Admin fee / account holder | $109 | $7,403-98.5% | $4,821-97.7% | $9,541-98.9% |