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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 | $29,698 | $95,915-69.0% | $79,580-62.7% | $134,532-77.9% |
| Participation rate | 28.6% | 75.0%-46.5pp | 69.5%-40.9pp | 81.2%-52.7pp |
| Annual return | -19.46% | -2.71%-16.8pp | 0.15%-19.6pp | 418.27%-437.7pp |
| Employer contribution / active EE | $1,504 | $3,129-51.9% | $2,413-37.7% | $4,741-68.3% |
| Participant deferral / active EE | $3,631 | $4,693-22.6% | $3,985-8.9% | $6,401-43.3% |
| Admin fee / account holder | $0 | $9,132-100.0% | $6,835-100.0% | $11,429-100.0% |