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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 | $15,329 | $84,518-81.9% | $67,704-77.4% | $125,389-87.8% |
| Participation rate | 33.3% | 74.8%-41.5pp | 67.5%-34.2pp | 83.2%-49.9pp |
| Annual return | -3.22% | 2.57%-5.8pp | 25.41%-28.6pp | 282.24%-285.5pp |
| Employer contribution / active EE | $0 | $3,292-100.0% | $2,559-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,301 | $4,430-70.6% | $3,585-63.7% | $5,352-75.7% |
| Admin fee / account holder | $256 | $5,340-95.2% | $4,255-94.0% | $9,541-97.3% |