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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 | $67,055 | $67,372-0.5% | $60,906+10.1% | $134,532-50.2% |
| Participation rate | 30.8% | 76.2%-45.4pp | 73.1%-42.3pp | 81.2%-50.5pp |
| Annual return | -18.05% | 50.05%-68.1pp | 16.94%-35.0pp | 418.27%-436.3pp |
| Employer contribution / active EE | $0 | $3,099-100.0% | $2,703-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,758 | $4,532+5.0% | $3,814+24.8% | $6,401-25.7% |
| Admin fee / account holder | $0 | $4,588-100.0% | $3,227-100.0% | $11,429-100.0% |