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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 | $24,135 | $100,911-76.1% | $90,440-73.3% | $158,966-84.8% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.7%-6.0pp | 82.0%-15.3pp |
| Annual return | 0.00% | 1726.62%-1726.6pp | 1294.38%-1294.4pp | 302.95%-302.9pp |
| Employer contribution / active EE | $983 | $3,690-73.4% | $3,263-69.9% | $4,762-79.4% |
| Participant deferral / active EE | $15,059 | $4,348+246.3% | $3,964+279.9% | $5,983+151.7% |
| Admin fee / account holder | $1 | $6,507-100.0% | $5,615-100.0% | $11,250-100.0% |