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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 | $129,730 | $75,832+71.1% | $147,617-12.1% | $59,633+117.5% |
| Participation rate | 38.5% | 71.6%-33.1pp | 84.6%-46.2pp | 68.7%-30.2pp |
| Annual return | -2.62% | 0.37%-3.0pp | 61.98%-64.6pp | 2041.45%-2044.1pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $935 | $3,131-70.1% | $4,895-80.9% | $3,192-70.7% |
| Admin fee / account holder | $0 | $5,986-100.0% | $11,612-100.0% | $4,297-100.0% |