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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 | $5,906 | $29,319-79.9% | $52,425-88.7% | $82,448-92.8% |
| Participation rate | 1.7% | 46.9%-45.2pp | 55.6%-54.0pp | 68.1%-66.4pp |
| Annual return | 19.43% | 535.20%-515.8pp | 302.12%-282.7pp | 41.64%-22.2pp |
| 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 | $24 | $1,962-98.8% | $2,495-99.0% | $7,234-99.7% |