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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 | $49,801 | $95,193-47.7% | $76,523-34.9% | $135,382-63.2% |
| Participation rate | 57.1% | 74.4%-17.3pp | 68.0%-10.9pp | 82.6%-25.5pp |
| Annual return | -4.48% | 4.85%-9.3pp | -0.27%-4.2pp | 519.77%-524.3pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,647-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $4,639-100.0% | $3,835-100.0% | $5,609-100.0% |
| Admin fee / account holder | $5 | $6,249-99.9% | $4,848-99.9% | $10,829-100.0% |