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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 | $26,621 | $100,811-73.6% | $86,698-69.3% | $134,545-80.2% |
| Participation rate | 33.3% | 79.0%-45.6pp | 76.6%-43.3pp | 81.2%-47.9pp |
| Annual return | -7.99% | 29.11%-37.1pp | 35.96%-44.0pp | 418.37%-426.4pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $185 | $10,926-98.3% | $7,492-97.5% | $11,431-98.4% |