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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 | $30,408 | $95,975-68.3% | $74,549-59.2% | $135,379-77.5% |
| Participation rate | 27.3% | 75.7%-48.4pp | 69.1%-41.9pp | 82.6%-55.4pp |
| Annual return | -0.08% | 56.96%-57.0pp | 32.53%-32.6pp | 519.79%-519.9pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |