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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 | $26,755 | $45,566-41.3% | $64,105-58.3% | $59,633-55.1% |
| Participation rate | 44.4% | 60.2%-15.7pp | 68.2%-23.7pp | 68.7%-24.2pp |
| Annual return | -2.56% | 4.95%-7.5pp | 791.24%-793.8pp | 2041.45%-2044.0pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,051 | $2,057-48.9% | $2,822-62.8% | $3,192-67.1% |
| Admin fee / account holder | $0 | $3,268-100.0% | $4,499-100.0% | $4,297-100.0% |