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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 | $13,419 | $88,754-84.9% | $81,820-83.6% | $145,877-90.8% |
| Participation rate | 60.0% | 75.1%-15.1pp | 72.4%-12.4pp | 80.3%-20.3pp |
| Annual return | 0.00% | 1031.77%-1031.8pp | 777.93%-777.9pp | 551.28%-551.3pp |
| Employer contribution / active EE | $799 | $3,085-74.1% | $2,915-72.6% | $4,663-82.9% |
| Participant deferral / active EE | $825 | $4,648-82.3% | $4,323-80.9% | $6,691-87.7% |
| Admin fee / account holder | $0 | $8,424-100.0% | $7,391-100.0% | $13,402-100.0% |