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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 | $63,311 | $90,607-30.1% | $79,467-20.3% | $135,380-53.2% |
| Participation rate | 66.7% | 76.0%-9.4pp | 73.3%-6.7pp | 82.6%-16.0pp |
| Annual return | -5.01% | 977.74%-982.7pp | 718.30%-723.3pp | 519.81%-524.8pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,588 | $4,050-60.8% | $3,704-57.1% | $5,609-71.7% |
| Admin fee / account holder | $18 | $5,895-99.7% | $5,104-99.6% | $10,828-99.8% |