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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 | $68,601 | $152,597-55.0% | $117,533-41.6% | $134,532-49.0% |
| Participation rate | 23.5% | 77.1%-53.6pp | 70.6%-47.1pp | 81.2%-57.7pp |
| Annual return | -6.54% | 53.04%-59.6pp | 29.77%-36.3pp | 418.27%-424.8pp |
| Employer contribution / active EE | $0 | $5,576-100.0% | $4,179-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,172 | $4,821-54.9% | $4,072-46.7% | $6,401-66.1% |
| Admin fee / account holder | $0 | $7,007-100.0% | $5,647-100.0% | $11,429-100.0% |