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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 | $48,156 | $84,697-43.1% | $73,845-34.8% | $125,393-61.6% |
| Participation rate | 0.0% | 76.8%-76.8pp | 73.4%-73.4pp | 83.2%-83.2pp |
| Annual return | 0.98% | 3123.66%-3122.7pp | 2267.91%-2266.9pp | 282.23%-281.3pp |
| Employer contribution / active EE | $6,316 | $3,123+102.2% | $2,788+126.6% | $4,866+29.8% |
| Participant deferral / active EE | $3,158 | $3,993-20.9% | $3,583-11.9% | $5,351-41.0% |
| Admin fee / account holder | $12 | $5,692-99.8% | $4,881-99.8% | $9,541-99.9% |