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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 | $59,062 | $112,300-47.4% | $90,223-34.5% | $125,389-52.9% |
| Participation rate | 33.3% | 82.9%-49.5pp | 79.0%-45.7pp | 83.2%-49.9pp |
| Annual return | -3.48% | -0.57%-2.9pp | 1.31%-4.8pp | 282.24%-285.7pp |
| Employer contribution / active EE | $0 | $5,181-100.0% | $4,378-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $6,733-100.0% | $5,792-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $10,990-100.0% | $7,406-100.0% | $9,541-100.0% |