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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 | $32,643 | $56,199-41.9% | $67,652-51.7% | $59,632-45.3% |
| Participation rate | 41.5% | 71.5%-29.9pp | 75.7%-34.1pp | 68.7%-27.1pp |
| Annual return | -0.50% | 18505.31%-18505.8pp | 6625.04%-6625.5pp | 2041.32%-2041.8pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,748 | $2,844-38.5% | $3,560-50.9% | $3,192-45.2% |
| Admin fee / account holder | $284 | $3,958-92.8% | $4,821-94.1% | $4,297-93.4% |