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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 | $14,649 | $88,596-83.5% | $70,098-79.1% | $134,509-89.1% |
| Participation rate | 0.0% | 74.9%-74.9pp | 70.5%-70.5pp | 81.2%-81.2pp |
| Annual return | 0.00% | 442.67%-442.7pp | 190.76%-190.8pp | 418.13%-418.1pp |
| Employer contribution / active EE | $6,826 | $3,235+111.0% | $2,560+166.6% | $4,741+44.0% |
| Participant deferral / active EE | $7,815 | $4,772+63.8% | $3,849+103.0% | $6,400+22.1% |
| Admin fee / account holder | $0 | $10,441-100.0% | $6,266-100.0% | $11,427-100.0% |