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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 | $6,177 | $27,943-77.9% | $58,507-89.4% | $75,177-91.8% |
| Participation rate | 19.4% | 38.8%-19.5pp | 50.9%-31.5pp | 67.2%-47.8pp |
| Annual return | 29.41% | 44.22%-14.8pp | 4252.32%-4222.9pp | 160.75%-131.3pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $655 | $1,202-45.5% | $1,922-65.9% | $4,126-84.1% |
| Admin fee / account holder | $61 | $1,727-96.4% | $2,486-97.5% | $5,651-98.9% |