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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 | $10,343 | $109,863-90.6% | $98,477-89.5% | $167,518-93.8% |
| Participation rate | 62.5% | 75.8%-13.3pp | 73.3%-10.8pp | 82.1%-19.6pp |
| Annual return | 0.00% | 1958.09%-1958.1pp | 1493.59%-1493.6pp | 478.71%-478.7pp |
| Employer contribution / active EE | $1,965 | $3,225-39.1% | $2,961-33.6% | $4,838-59.4% |
| Participant deferral / active EE | $4,418 | $4,673-5.5% | $4,276+3.3% | $6,342-30.3% |
| Admin fee / account holder | $49 | $6,755-99.3% | $5,951-99.2% | $12,312-99.6% |