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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 | $27,370 | $69,541-60.6% | $59,899-54.3% | $135,380-79.8% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.7%-8.0pp | 82.6%-16.0pp |
| Annual return | -3.49% | 7.95%-11.4pp | 3.46%-7.0pp | 519.81%-523.3pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,723-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,084 | $4,206-50.5% | $3,402-38.8% | $5,609-62.8% |
| Admin fee / account holder | $118 | $5,737-97.9% | $3,592-96.7% | $10,828-98.9% |