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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 | $24,159 | $92,684-73.9% | $82,706-70.8% | $134,509-82.0% |
| Participation rate | 53.8% | 75.2%-21.3pp | 72.6%-18.7pp | 81.2%-27.4pp |
| Annual return | -17.02% | 945.84%-962.9pp | 701.76%-718.8pp | 418.13%-435.2pp |
| Employer contribution / active EE | $0 | $3,272-100.0% | $3,007-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $7,517 | $4,800+56.6% | $4,394+71.1% | $6,400+17.4% |
| Admin fee / account holder | $214 | $5,982-96.4% | $5,329-96.0% | $11,427-98.1% |