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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 | $36,659 | $211,946-82.7% | $169,452-78.4% | $135,380-72.9% |
| Participation rate | 61.5% | 82.6%-21.1pp | 77.8%-16.2pp | 82.6%-21.1pp |
| Annual return | -7.12% | 3.26%-10.4pp | 1.83%-8.9pp | 519.81%-526.9pp |
| Employer contribution / active EE | $0 | $5,117-100.0% | $4,157-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,252 | $6,075-79.4% | $5,277-76.3% | $5,609-77.7% |
| Admin fee / account holder | $93 | $11,472-99.2% | $9,110-99.0% | $10,828-99.1% |