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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 | $20,496 | $104,116-80.3% | $71,089-71.2% | $135,380-84.9% |
| Participation rate | 42.1% | 65.7%-23.5pp | 54.6%-12.5pp | 82.6%-40.5pp |
| Annual return | -6.96% | 1256.51%-1263.5pp | 650.65%-657.6pp | 519.81%-526.8pp |
| Employer contribution / active EE | $0 | $1,485-100.0% | $1,088-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $559 | $2,524-77.8% | $1,873-70.1% | $5,609-90.0% |
| Admin fee / account holder | $61 | $4,142-98.5% | $3,082-98.0% | $10,828-99.4% |