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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 | $15,465 | $84,685-81.7% | $73,836-79.1% | $125,389-87.7% |
| Participation rate | 42.1% | 76.8%-34.7pp | 73.4%-31.3pp | 83.2%-41.1pp |
| Annual return | -0.80% | 3123.80%-3124.6pp | 2268.06%-2268.9pp | 282.24%-283.0pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,122 | $3,993-46.8% | $3,583-40.8% | $5,352-60.3% |
| Admin fee / account holder | $24 | $5,694-99.6% | $4,882-99.5% | $9,541-99.8% |