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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 | $99,668-82.4% | $86,451-79.8% | $134,545-87.0% |
| Participation rate | 33.3% | 82.1%-48.7pp | 80.3%-47.0pp | 81.2%-47.9pp |
| Annual return | -17.27% | 6789.61%-6806.9pp | 4398.51%-4415.8pp | 418.37%-435.6pp |
| Employer contribution / active EE | $0 | $4,403-100.0% | $3,770-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $0 | $7,249-100.0% | $6,953-100.0% | $6,401-100.0% |
| Admin fee / account holder | $20 | $8,377-99.8% | $6,734-99.7% | $11,431-99.8% |