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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 | $29,650 | $92,766-68.0% | $82,763-64.2% | $134,545-78.0% |
| Participation rate | 62.5% | 75.2%-12.7pp | 72.6%-10.1pp | 81.2%-18.7pp |
| Annual return | -20.94% | 946.97%-967.9pp | 702.45%-723.4pp | 418.37%-439.3pp |
| Employer contribution / active EE | $2,009 | $3,273-38.6% | $3,008-33.2% | $4,742-57.6% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $5 | $5,978-99.9% | $5,325-99.9% | $11,431-100.0% |