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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 | $57,998 | $54,370+6.7% | $82,763-29.9% | $68,490-15.3% |
| Participation rate | 58.6% | 63.9%-5.3pp | 72.6%-13.9pp | 67.9%-9.3pp |
| Annual return | -18.46% | -13.67%-4.8pp | 702.45%-720.9pp | -7.85%-10.6pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,712 | $3,247-47.3% | $4,395-61.0% | $4,028-57.5% |
| Admin fee / account holder | $238 | $4,398-94.6% | $5,325-95.5% | $5,403-95.6% |