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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 | $53,204 | $56,199-5.3% | $67,652-21.4% | $59,632-10.8% |
| Participation rate | 63.5% | 71.5%-8.0pp | 75.7%-12.2pp | 68.7%-5.2pp |
| Annual return | -0.05% | 18505.31%-18505.4pp | 6625.04%-6625.1pp | 2041.32%-2041.4pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,394 | $2,844-51.0% | $3,560-60.8% | $3,192-56.3% |
| Admin fee / account holder | $164 | $3,958-95.9% | $4,821-96.6% | $4,297-96.2% |