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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 | $28,241 | $150,447-81.2% | $136,298-79.3% | $147,586-80.9% |
| Participation rate | 20.0% | 84.4%-64.4pp | 81.9%-61.9pp | 82.8%-62.8pp |
| Annual return | 0.00% | 1049.15%-1049.2pp | 5156.27%-5156.3pp | 578.59%-578.6pp |
| Employer contribution / active EE | $1,624 | $5,256-69.1% | $4,696-65.4% | $4,876-66.7% |
| Participant deferral / active EE | $4,000 | $6,631-39.7% | $6,247-36.0% | $5,439-26.5% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |