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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 | $17,707 | $82,630-78.6% | $64,105-72.4% | $125,388-85.9% |
| Participation rate | 66.7% | 75.9%-9.2pp | 68.2%-1.5pp | 83.2%-16.5pp |
| Annual return | 0.01% | 1489.72%-1489.7pp | 791.24%-791.2pp | 282.24%-282.2pp |
| Employer contribution / active EE | $1,505 | $2,671-43.6% | $1,820-17.3% | $4,866-69.1% |
| Participant deferral / active EE | $1,606 | $3,608-55.5% | $2,822-43.1% | $5,352-70.0% |
| Admin fee / account holder | $0 | $6,382-100.0% | $4,499-100.0% | $9,541-100.0% |