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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 | $42,012 | $90,607-53.6% | $79,467-47.1% | $135,380-69.0% |
| Participation rate | 4.8% | 76.0%-71.3pp | 73.3%-68.6pp | 82.6%-77.9pp |
| Annual return | -7.09% | 977.74%-984.8pp | 718.30%-725.4pp | 519.81%-526.9pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $15 | $5,895-99.7% | $5,104-99.7% | $10,828-99.9% |