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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 | $89,848 | $84,464+6.4% | $61,399+46.3% | $134,509-33.2% |
| Participation rate | 16.7% | 62.2%-45.5pp | 52.6%-35.9pp | 81.2%-64.6pp |
| Annual return | -11.65% | 585.06%-596.7pp | 338.81%-350.5pp | 418.13%-429.8pp |
| Employer contribution / active EE | $0 | $1,545-100.0% | $1,159-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,167 | $2,818-23.1% | $2,124+2.0% | $6,400-66.1% |
| Admin fee / account holder | $0 | $2,587-100.0% | $2,131-100.0% | $11,427-100.0% |