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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 | $8,698 | $30,423-71.4% | $56,025-84.5% | $74,478-88.3% |
| Participation rate | 1.8% | 32.9%-31.1pp | 52.5%-50.7pp | 67.2%-65.4pp |
| Annual return | 14.84% | 24.97%-10.1pp | 1712.69%-1697.8pp | 1370.56%-1355.7pp |
| Employer contribution / active EE | $0 | $610-100.0% | $1,042-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $0 | $1,176-100.0% | $1,955-100.0% | $4,350-100.0% |
| Admin fee / account holder | $38 | $2,363-98.4% | $2,828-98.7% | $1,946-98.1% |