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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 | $24,956 | $95,188-73.8% | $76,518-67.4% | $135,380-81.6% |
| Participation rate | 50.0% | 74.4%-24.4pp | 68.0%-18.0pp | 82.6%-32.6pp |
| Annual return | -8.04% | 4.85%-12.9pp | -0.27%-7.8pp | 519.81%-527.8pp |
| Employer contribution / active EE | $0 | $3,303-100.0% | $2,647-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,103 | $4,640-11.6% | $3,836+7.0% | $5,609-26.8% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,849-100.0% | $10,828-100.0% |