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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 | $95,135 | $78,694+20.9% | $67,653+40.6% | $125,388-24.1% |
| Participation rate | 11.1% | 78.8%-67.7pp | 75.7%-64.6pp | 83.2%-72.1pp |
| Annual return | -0.76% | 9.46%-10.2pp | 6625.22%-6626.0pp | 282.24%-283.0pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $4,292-100.0% | $3,560-100.0% | $5,352-100.0% |
| Admin fee / account holder | $44 | $7,403-99.4% | $4,821-99.1% | $9,541-99.5% |