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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 | $19,148 | $104,520-81.7% | $76,823-75.1% | $152,885-87.5% |
| Participation rate | 66.7% | 76.6%-9.9pp | 72.1%-5.4pp | 82.5%-15.8pp |
| Annual return | 0.00% | 1014.03%-1014.0pp | 1166.42%-1166.4pp | 345.39%-345.4pp |
| Employer contribution / active EE | $1,978 | $3,117-36.5% | $2,302-14.1% | $4,763-58.5% |
| Participant deferral / active EE | $2,196 | $4,236-48.2% | $3,336-34.2% | $5,851-62.5% |
| Admin fee / account holder | $261 | $12,283-97.9% | $6,422-95.9% | $11,598-97.8% |