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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 | $80,523 | $95,915-16.0% | $79,580+1.2% | $134,532-40.1% |
| Participation rate | 0.0% | 75.0%-75.0pp | 69.5%-69.5pp | 81.2%-81.2pp |
| Annual return | -2.57% | -2.71%+0.1pp | 0.15%-2.7pp | 418.27%-420.8pp |
| Employer contribution / active EE | $0 | $3,129-100.0% | $2,413-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $9,750 | $4,693+107.7% | $3,985+144.6% | $6,401+52.3% |
| Admin fee / account holder | $114 | $9,132-98.8% | $6,835-98.3% | $11,429-99.0% |