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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 | $45,266 | $99,644-54.6% | $86,438-47.6% | $134,532-66.4% |
| Participation rate | 46.2% | 82.1%-35.9pp | 80.3%-34.2pp | 81.2%-35.1pp |
| Annual return | -13.95% | 6787.26%-6801.2pp | 4397.19%-4411.1pp | 418.27%-432.2pp |
| Employer contribution / active EE | $1,253 | $4,402-71.5% | $3,769-66.8% | $4,741-73.6% |
| Participant deferral / active EE | $3,687 | $7,247-49.1% | $6,952-47.0% | $6,401-42.4% |
| Admin fee / account holder | $0 | $8,375-100.0% | $6,733-100.0% | $11,429-100.0% |