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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 | $32,013 | $59,116-45.8% | $86,438-63.0% | $68,486-53.3% |
| Participation rate | 37.8% | 75.2%-37.5pp | 80.3%-42.6pp | 67.9%-30.1pp |
| Annual return | -18.88% | -0.23%-18.6pp | 4397.19%-4416.1pp | -7.85%-11.0pp |
| Employer contribution / active EE | $1,616 | $2,519-35.8% | $3,769-57.1% | $2,597-37.8% |
| Participant deferral / active EE | $4,467 | $5,902-24.3% | $6,952-35.8% | $4,028+10.9% |
| Admin fee / account holder | $0 | $5,639-100.0% | $6,733-100.0% | $5,404-100.0% |