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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 | $30,247 | $95,895-68.5% | $79,576-62.0% | $134,509-77.5% |
| Participation rate | 58.3% | 75.0%-16.7pp | 69.5%-11.2pp | 81.2%-22.9pp |
| Annual return | -16.84% | -2.72%-14.1pp | 0.15%-17.0pp | 418.13%-435.0pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,413-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,331 | $4,693-50.3% | $3,985-41.5% | $6,400-63.6% |
| Admin fee / account holder | $132 | $9,129-98.6% | $6,834-98.1% | $11,427-98.8% |