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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 | $43,344 | $131,835-67.1% | $108,582-60.1% | $273,972-84.2% |
| Participation rate | 28.6% | 83.5%-54.9pp | 79.6%-51.0pp | 83.0%-54.4pp |
| Annual return | 4.53% | -91.57%+96.1pp | -51.70%+56.2pp | 41.46%-36.9pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |