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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 | $57,442 | $104,106-44.8% | $71,086-19.2% | $135,382-57.6% |
| Participation rate | 20.8% | 65.7%-44.8pp | 54.7%-33.8pp | 82.6%-61.8pp |
| Annual return | -10.71% | 1256.30%-1267.0pp | 650.59%-661.3pp | 519.77%-530.5pp |
| Employer contribution / active EE | $0 | $1,485-100.0% | $1,088-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $2,527-100.0% | $1,874-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,829-100.0% |