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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 | $47,740 | $90,606-47.3% | $79,466-39.9% | $135,379-64.7% |
| Participation rate | 63.6% | 76.0%-12.4pp | 73.3%-9.7pp | 82.6%-19.0pp |
| Annual return | -7.89% | 977.69%-985.6pp | 718.28%-726.2pp | 519.79%-527.7pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,161 | $4,050-46.6% | $3,704-41.7% | $5,609-61.5% |
| Admin fee / account holder | $34 | $5,895-99.4% | $5,104-99.3% | $10,828-99.7% |