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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 | $1,020 | $67,823-98.5% | $52,425-98.1% | $137,256-99.3% |
| Participation rate | 0.0% | 63.9%-63.9pp | 55.6%-55.6pp | 80.0%-80.0pp |
| Annual return | 0.00% | 219.11%-219.1pp | 302.12%-302.1pp | 220.34%-220.3pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $994 | $2,288-56.6% | $1,790-44.5% | $6,407-84.5% |
| Admin fee / account holder | $5 | $2,844-99.8% | $2,495-99.8% | $12,270-100.0% |