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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 | $43,758 | $93,124-53.0% | $77,100-43.2% | $134,545-67.5% |
| Participation rate | 50.0% | 74.5%-24.5pp | 67.9%-17.9pp | 81.2%-31.2pp |
| Annual return | -21.33% | 62.68%-84.0pp | 42.35%-63.7pp | 418.37%-439.7pp |
| Employer contribution / active EE | $0 | $3,421-100.0% | $2,815-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,760 | $5,242-66.4% | $4,430-60.3% | $6,401-72.5% |
| Admin fee / account holder | $43 | $6,970-99.4% | $5,443-99.2% | $11,431-99.6% |