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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 | $14,189 | $75,962-81.3% | $154,108-90.8% | $64,173-77.9% |
| Participation rate | 36.0% | 70.4%-34.4pp | 83.0%-47.0pp | 69.6%-33.6pp |
| Annual return | -5.45% | 30.32%-35.8pp | 735.21%-740.7pp | 7.63%-13.1pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,870 | $3,175-41.1% | $5,081-63.2% | $3,470-46.1% |
| Admin fee / account holder | $294 | $5,589-94.7% | $13,411-97.8% | $4,887-94.0% |