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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 | $17,978 | $185,225-90.3% | $142,898-87.4% | $167,553-89.3% |
| Participation rate | 57.1% | 78.5%-21.3pp | 72.0%-14.8pp | 82.1%-25.0pp |
| Annual return | 0.00% | 8558.12%-8558.1pp | 5639.64%-5639.6pp | 478.89%-478.9pp |
| Employer contribution / active EE | $3,798 | $5,607-32.3% | $4,146-8.4% | $4,840-21.5% |
| Participant deferral / active EE | $4,799 | $4,496+6.7% | $3,838+25.0% | $6,343-24.3% |
| Admin fee / account holder | $55 | $8,032-99.3% | $6,560-99.2% | $12,316-99.6% |