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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 | $105,000 | $174,018-39.7% | $136,833-23.3% | $198,609-47.1% |
| Participation rate | 20.0% | 65.1%-45.1pp | 59.0%-39.0pp | 82.4%-62.4pp |
| Annual return | -3.48% | 35.16%-38.6pp | 35.32%-38.8pp | 202.70%-206.2pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $1,319-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $2,873-100.0% | $2,441-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $5,434-100.0% | $4,706-100.0% | $19,030-100.0% |