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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 | $56,881 | $100,811-43.6% | $86,698-34.4% | $134,545-57.7% |
| Participation rate | 66.7% | 79.0%-12.3pp | 76.6%-9.9pp | 81.2%-14.6pp |
| Annual return | -19.78% | 29.11%-48.9pp | 35.96%-55.7pp | 418.37%-438.2pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $12,013 | $5,339+125.0% | $4,656+158.0% | $6,401+87.7% |
| Admin fee / account holder | $181 | $10,926-98.3% | $7,492-97.6% | $11,431-98.4% |