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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 | $9,111 | $92,766-90.2% | $82,763-89.0% | $134,545-93.2% |
| Participation rate | 10.0% | 75.2%-65.2pp | 72.6%-62.6pp | 81.2%-71.2pp |
| Annual return | -17.54% | 946.97%-964.5pp | 702.45%-720.0pp | 418.37%-435.9pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,174 | $4,802-75.6% | $4,395-73.3% | $6,401-81.7% |
| Admin fee / account holder | $82 | $5,978-98.6% | $5,325-98.5% | $11,431-99.3% |