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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 | $53,714 | $167,362-67.9% | $143,799-62.6% | $134,532-60.1% |
| Participation rate | 36.8% | 84.8%-48.0pp | 80.3%-43.5pp | 81.2%-44.4pp |
| Annual return | -19.91% | 0.47%-20.4pp | -0.04%-19.9pp | 418.27%-438.2pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,252 | $6,447-65.1% | $5,638-60.1% | $6,401-64.8% |
| Admin fee / account holder | $42 | $18,094-99.8% | $14,677-99.7% | $11,429-99.6% |