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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 | $152,597-76.9% | $117,533-70.0% | $134,532-73.8% |
| Participation rate | 13.3% | 77.1%-63.8pp | 70.6%-57.3pp | 81.2%-67.9pp |
| Annual return | -11.62% | 53.04%-64.7pp | 29.77%-41.4pp | 418.27%-429.9pp |
| Employer contribution / active EE | $0 | $5,576-100.0% | $4,179-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $781 | $4,821-83.8% | $4,072-80.8% | $6,401-87.8% |
| Admin fee / account holder | $0 | $7,007-100.0% | $5,647-100.0% | $11,429-100.0% |