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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 | $169,361-95.2% | $129,397-93.7% | $145,877-94.4% |
| Participation rate | 23.1% | 76.5%-53.4pp | 69.6%-46.5pp | 80.3%-57.2pp |
| Annual return | 0.00% | 14395.54%-14395.5pp | 9453.98%-9454.0pp | 551.28%-551.3pp |
| Employer contribution / active EE | $230 | $5,542-95.8% | $4,154-94.5% | $4,663-95.1% |
| Participant deferral / active EE | $1,676 | $4,987-66.4% | $4,167-59.8% | $6,691-75.0% |
| Admin fee / account holder | $11 | $9,903-99.9% | $7,679-99.9% | $13,402-99.9% |