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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 | $108,311 | $85,790+26.3% | $67,313+60.9% | $135,380-20.0% |
| Participation rate | 12.5% | 76.5%-64.0pp | 69.1%-56.6pp | 82.6%-70.1pp |
| Annual return | -2.75% | -0.54%-2.2pp | -4.08%+1.3pp | 519.81%-522.6pp |
| Employer contribution / active EE | $0 | $3,487-100.0% | $2,566-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $4,651-100.0% | $3,568-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $6,392-100.0% | $4,507-100.0% | $10,828-100.0% |