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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 | $34,546 | $92,707-62.7% | $82,726-58.2% | $134,493-74.3% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -19.96% | 945.12%-965.1pp | 701.33%-721.3pp | 418.01%-438.0pp |
| Employer contribution / active EE | $0 | $3,274-100.0% | $3,009-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $0 | $4,801-100.0% | $4,394-100.0% | $6,400-100.0% |
| Admin fee / account holder | $4 | $5,980-99.9% | $5,328-99.9% | $11,425-100.0% |