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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 | $20,866 | $32,117-35.0% | $71,086-70.6% | $64,181-67.5% |
| Participation rate | 2.8% | 42.7%-39.9pp | 54.7%-51.9pp | 69.6%-66.8pp |
| Annual return | -6.43% | -5.57%-0.9pp | 650.59%-657.0pp | 7.63%-14.1pp |
| Employer contribution / active EE | $0 | $712-100.0% | $1,088-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $481 | $1,263-61.9% | $1,874-74.3% | $3,470-86.1% |
| Admin fee / account holder | $0 | $2,759-100.0% | $3,082-100.0% | $4,887-100.0% |