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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 | $39,986 | $95,580-58.2% | $76,872-48.0% | $139,466-71.3% |
| Participation rate | 6.3% | 74.0%-67.7pp | 69.6%-63.3pp | 80.3%-74.1pp |
| Annual return | 0.00% | 55.00%-55.0pp | 37.90%-37.9pp | 373.66%-373.7pp |
| Employer contribution / active EE | $0 | $3,145-100.0% | $2,533-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $0 | $4,623-100.0% | $3,832-100.0% | $6,712-100.0% |
| Admin fee / account holder | $25 | $8,302-99.7% | $5,476-99.5% | $11,409-99.8% |