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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 | $57,345 | $44,103+30.0% | $75,826-24.4% | $64,173-10.6% |
| Participation rate | 53.1% | 62.7%-9.6pp | 68.2%-15.1pp | 69.6%-16.4pp |
| Annual return | -0.84% | -4.72%+3.9pp | 1914.15%-1915.0pp | 7.63%-8.5pp |
| Employer contribution / active EE | $0 | $1,446-100.0% | $1,913-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $0 | $2,204-100.0% | $2,862-100.0% | $3,470-100.0% |
| Admin fee / account holder | $0 | $3,506-100.0% | $4,726-100.0% | $4,887-100.0% |