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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 | $21,554 | $158,852-86.4% | $121,220-82.2% | $135,380-84.1% |
| Participation rate | 50.0% | 79.3%-29.3pp | 71.8%-21.8pp | 82.6%-32.6pp |
| Annual return | -7.47% | -0.64%-6.8pp | 16.94%-24.4pp | 519.81%-527.3pp |
| Employer contribution / active EE | $0 | $5,666-100.0% | $4,023-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $913 | $4,006-77.2% | $3,345-72.7% | $5,609-83.7% |
| Admin fee / account holder | $101 | $6,515-98.4% | $5,021-98.0% | $10,828-99.1% |