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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 | $27,700 | $54,370-49.1% | $82,763-66.5% | $68,490-59.6% |
| Participation rate | 51.6% | 63.9%-12.3pp | 72.6%-21.0pp | 67.9%-16.3pp |
| Annual return | -16.28% | -13.67%-2.6pp | 702.45%-718.7pp | -7.85%-8.4pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,976 | $3,247-39.1% | $4,395-55.0% | $4,028-50.9% |
| Admin fee / account holder | $172 | $4,398-96.1% | $5,325-96.8% | $5,403-96.8% |