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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 | $3,048 | $27,936-89.1% | $58,561-94.8% | $75,173-95.9% |
| Participation rate | 22.2% | 38.8%-16.6pp | 50.9%-28.6pp | 67.2%-45.0pp |
| Annual return | 0.00% | 44.21%-44.2pp | 4251.33%-4251.3pp | 160.72%-160.7pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $635 | $1,202-47.1% | $1,923-67.0% | $4,126-84.6% |
| Admin fee / account holder | $67 | $1,727-96.1% | $2,520-97.3% | $5,651-98.8% |