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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 | $6,087 | $29,319-79.2% | $52,425-88.4% | $82,448-92.6% |
| Participation rate | 3.1% | 46.9%-43.8pp | 55.6%-52.5pp | 68.1%-65.0pp |
| Annual return | 16.33% | 535.20%-518.9pp | 302.12%-285.8pp | 41.64%-25.3pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $0 | $1,171-100.0% | $1,790-100.0% | $4,139-100.0% |
| Admin fee / account holder | $25 | $1,962-98.7% | $2,495-99.0% | $7,234-99.7% |