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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 | $8,207 | $169,161-95.1% | $129,295-93.7% | $145,959-94.4% |
| Participation rate | 23.1% | 76.5%-53.4pp | 69.6%-46.5pp | 80.3%-57.2pp |
| Annual return | 0.00% | 14348.07%-14348.1pp | 9429.28%-9429.3pp | 561.95%-561.9pp |
| Employer contribution / active EE | $230 | $5,543-95.9% | $4,157-94.5% | $4,661-95.1% |
| Participant deferral / active EE | $1,676 | $4,989-66.4% | $4,169-59.8% | $6,689-74.9% |
| Admin fee / account holder | $11 | $9,878-99.9% | $7,665-99.9% | $13,398-99.9% |