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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 | $34,191 | $52,911-35.4% | $73,309-53.4% | $59,633-42.7% |
| Participation rate | 33.3% | 68.2%-34.9pp | 74.9%-41.6pp | 68.7%-35.3pp |
| Annual return | -1.04% | 12.20%-13.2pp | 5.67%-6.7pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,980 | $4,069-51.3% | $4,991-60.3% | $3,192-38.0% |
| Admin fee / account holder | $30 | $3,835-99.2% | $5,635-99.5% | $4,297-99.3% |