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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 | $24,592 | $85,790-71.3% | $67,313-63.5% | $135,379-81.8% |
| Participation rate | 25.0% | 76.5%-51.5pp | 69.1%-44.1pp | 82.6%-57.6pp |
| Annual return | 0.00% | -0.54%+0.5pp | -4.08%+4.1pp | 519.79%-519.8pp |
| Employer contribution / active EE | $0 | $3,487-100.0% | $2,566-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,125 | $4,651+31.7% | $3,568+71.7% | $5,609+9.2% |
| Admin fee / account holder | $0 | $6,392-100.0% | $4,507-100.0% | $10,828-100.0% |