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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 | $42,560 | $90,607-53.0% | $79,467-46.4% | $135,380-68.6% |
| Participation rate | 31.6% | 76.0%-44.5pp | 73.3%-41.8pp | 82.6%-51.1pp |
| Annual return | -6.27% | 977.74%-984.0pp | 718.30%-724.6pp | 519.81%-526.1pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,117 | $4,050+51.0% | $3,704+65.2% | $5,609+9.1% |
| Admin fee / account holder | $234 | $5,895-96.0% | $5,104-95.4% | $10,828-97.8% |