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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 | $35,267 | $152,542-76.9% | $117,498-70.0% | $134,509-73.8% |
| Participation rate | 13.3% | 77.1%-63.8pp | 70.6%-57.3pp | 81.2%-67.9pp |
| Annual return | -11.62% | 53.02%-64.6pp | 29.75%-41.4pp | 418.13%-429.7pp |
| Employer contribution / active EE | $0 | $5,574-100.0% | $4,178-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $781 | $4,819-83.8% | $4,071-80.8% | $6,400-87.8% |
| Admin fee / account holder | $0 | $7,006-100.0% | $5,646-100.0% | $11,427-100.0% |