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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 | $25,979 | $101,283-74.3% | $75,826-65.7% | $135,380-80.8% |
| Participation rate | 50.0% | 72.7%-22.7pp | 68.2%-18.2pp | 82.6%-32.6pp |
| Annual return | -8.25% | 3384.62%-3392.9pp | 1914.15%-1922.4pp | 519.81%-528.1pp |
| Employer contribution / active EE | $0 | $2,382-100.0% | $1,913-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,020 | $3,469-70.6% | $2,862-64.4% | $5,609-81.8% |
| Admin fee / account holder | $225 | $6,539-96.6% | $4,726-95.2% | $10,828-97.9% |