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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 | $39,796 | $79,523-50.0% | $140,019-71.6% | $56,289-29.3% |
| Participation rate | 43.6% | 85.7%-42.1pp | 87.5%-43.9pp | 69.9%-26.3pp |
| Annual return | 0.00% | 2.39%-2.4pp | 651.17%-651.2pp | -9.96%+10.0pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,605-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $0 | $5,129-100.0% | $6,927-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $614-100.0% | $10,705-100.0% | $521-100.0% |