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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 | $33,533 | $49,177-31.8% | $79,466-57.8% | $64,173-47.7% |
| Participation rate | 23.3% | 65.0%-41.7pp | 73.3%-50.0pp | 69.6%-46.2pp |
| Annual return | -1.78% | -1.16%-0.6pp | 718.28%-720.1pp | 7.63%-9.4pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $0 | $2,821-100.0% | $3,704-100.0% | $3,470-100.0% |
| Admin fee / account holder | $86 | $3,839-97.8% | $5,104-98.3% | $4,887-98.2% |