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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 | $67,289 | $152,542-55.9% | $117,498-42.7% | $134,509-50.0% |
| Participation rate | 40.0% | 77.1%-37.1pp | 70.6%-30.6pp | 81.2%-41.2pp |
| Annual return | -19.87% | 53.02%-72.9pp | 29.75%-49.6pp | 418.13%-438.0pp |
| Employer contribution / active EE | $184 | $5,574-96.7% | $4,178-95.6% | $4,741-96.1% |
| Participant deferral / active EE | $0 | $4,819-100.0% | $4,071-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $7,006-100.0% | $5,646-100.0% | $11,427-100.0% |