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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 | $12,739 | $99,644-87.2% | $86,438-85.3% | $134,532-90.5% |
| Participation rate | 65.2% | 82.1%-16.8pp | 80.3%-15.1pp | 81.2%-16.0pp |
| Annual return | 0.00% | 6787.26%-6787.3pp | 4397.19%-4397.2pp | 418.27%-418.3pp |
| Employer contribution / active EE | $0 | $4,402-100.0% | $3,769-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $10,082 | $7,247+39.1% | $6,952+45.0% | $6,401+57.5% |
| Admin fee / account holder | $292 | $8,375-96.5% | $6,733-95.7% | $11,429-97.4% |