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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 | $16,258 | $84,697-80.8% | $73,845-78.0% | $125,393-87.0% |
| Participation rate | 63.6% | 76.8%-13.1pp | 73.4%-9.8pp | 83.2%-19.6pp |
| Annual return | 0.00% | 3123.66%-3123.7pp | 2267.91%-2267.9pp | 282.23%-282.2pp |
| Employer contribution / active EE | $831 | $3,123-73.4% | $2,788-70.2% | $4,866-82.9% |
| Participant deferral / active EE | $1,353 | $3,993-66.1% | $3,583-62.2% | $5,351-74.7% |
| Admin fee / account holder | $0 | $5,692-100.0% | $4,881-100.0% | $9,541-100.0% |