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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 | $28,221 | $31,105-9.3% | $53,647-47.4% | $64,097-56.0% |
| Participation rate | 0.9% | 30.7%-29.8pp | 56.3%-55.4pp | 55.2%-54.3pp |
| Annual return | 16.86% | 22.54%-5.7pp | 358.33%-341.5pp | 34.64%-17.8pp |
| Employer contribution / active EE | $0 | $441-100.0% | $962-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $0 | $896-100.0% | $1,813-100.0% | $3,080-100.0% |
| Admin fee / account holder | $116 | $2,195-94.7% | $2,460-95.3% | $3,454-96.6% |