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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 | $24,450 | $97,729-75.0% | $83,830-70.8% | $135,379-81.9% |
| Participation rate | 44.4% | 80.0%-35.5pp | 76.1%-31.7pp | 82.6%-38.2pp |
| Annual return | -8.43% | 1287.52%-1296.0pp | 850.97%-859.4pp | 519.79%-528.2pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,443 | $4,683-69.2% | $4,082-64.6% | $5,609-74.3% |
| Admin fee / account holder | $252 | $6,674-96.2% | $5,479-95.4% | $10,828-97.7% |