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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 | $17,926 | $90,489-80.2% | $76,051-76.4% | $145,978-87.7% |
| Participation rate | 0.0% | 74.5%-74.5pp | 69.1%-69.1pp | 80.3%-80.3pp |
| Annual return | 0.00% | 622.78%-622.8pp | 360.42%-360.4pp | 550.52%-550.5pp |
| Employer contribution / active EE | $773 | $3,319-76.7% | $2,690-71.3% | $4,662-83.4% |
| Participant deferral / active EE | $17,153 | $5,164+232.1% | $4,257+302.9% | $6,690+156.4% |
| Admin fee / account holder | $0 | $8,374-100.0% | $6,416-100.0% | $13,400-100.0% |