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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 | $19,935 | $67,372-70.4% | $60,906-67.3% | $134,532-85.2% |
| Participation rate | 22.2% | 76.2%-54.0pp | 73.1%-50.9pp | 81.2%-59.0pp |
| Annual return | -9.95% | 50.05%-60.0pp | 16.94%-26.9pp | 418.27%-428.2pp |
| Employer contribution / active EE | $0 | $3,099-100.0% | $2,703-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,278 | $4,532-49.7% | $3,814-40.3% | $6,401-64.4% |
| Admin fee / account holder | $0 | $4,588-100.0% | $3,227-100.0% | $11,429-100.0% |