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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 | $36,006 | $45,566-21.0% | $64,105-43.8% | $59,633-39.6% |
| Participation rate | 44.0% | 60.2%-16.2pp | 68.2%-24.2pp | 68.7%-24.7pp |
| Annual return | -0.91% | 4.95%-5.9pp | 791.24%-792.1pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,332 | $2,057-35.2% | $2,822-52.8% | $3,192-58.3% |
| Admin fee / account holder | $245 | $3,268-92.5% | $4,499-94.5% | $4,297-94.3% |