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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 | $40,325 | $107,806-62.6% | $90,655-55.5% | $135,382-70.2% |
| Participation rate | 46.7% | 78.0%-31.4pp | 74.0%-27.4pp | 82.6%-36.0pp |
| Annual return | -9.60% | -0.90%-8.7pp | 1.89%-11.5pp | 519.77%-529.4pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,532-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,137 | $3,872-44.8% | $3,425-37.6% | $5,609-61.9% |
| Admin fee / account holder | $39 | $5,931-99.3% | $4,994-99.2% | $10,829-99.6% |