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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 | $227,281 | $32,117+607.7% | $71,086+219.7% | $64,173+254.2% |
| Participation rate | 1.9% | 42.7%-40.8pp | 54.7%-52.8pp | 69.6%-67.7pp |
| Annual return | 0.00% | -5.57%+5.6pp | 650.59%-650.6pp | 7.63%-7.6pp |
| Employer contribution / active EE | $0 | $712-100.0% | $1,088-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $0 | $1,263-100.0% | $1,874-100.0% | $3,470-100.0% |
| Admin fee / account holder | $15 | $2,759-99.5% | $3,082-99.5% | $4,887-99.7% |