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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 | $99,486 | $82,324+20.8% | $68,803+44.6% | $134,545-26.1% |
| Participation rate | 36.4% | 75.1%-38.7pp | 69.0%-32.7pp | 81.2%-44.9pp |
| Annual return | -14.49% | -2.17%-12.3pp | -6.37%-8.1pp | 418.37%-432.9pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,656-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,642 | $4,740-65.4% | $3,942-58.4% | $6,401-74.4% |
| Admin fee / account holder | $0 | $6,485-100.0% | $4,936-100.0% | $11,431-100.0% |