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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 | $17,504 | $99,647-82.4% | $86,439-79.8% | $134,509-87.0% |
| Participation rate | 33.3% | 82.1%-48.7pp | 80.3%-47.0pp | 81.2%-47.9pp |
| Annual return | -17.27% | 6784.13%-6801.4pp | 4395.55%-4412.8pp | 418.13%-435.4pp |
| Employer contribution / active EE | $0 | $4,401-100.0% | $3,769-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $7,246-100.0% | $6,952-100.0% | $6,400-100.0% |
| Admin fee / account holder | $20 | $8,373-99.8% | $6,732-99.7% | $11,427-99.8% |