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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 | $34,064 | $84,684-59.8% | $73,835-53.9% | $125,388-72.8% |
| Participation rate | 40.0% | 76.8%-36.8pp | 73.4%-33.4pp | 83.2%-43.2pp |
| Annual return | -1.10% | 3123.93%-3125.0pp | 2268.13%-2269.2pp | 282.24%-283.3pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,788-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,313 | $3,993-42.1% | $3,583-35.5% | $5,352-56.8% |
| Admin fee / account holder | $42 | $5,691-99.3% | $4,880-99.1% | $9,541-99.6% |