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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 | $7,970 | $96,388-91.7% | $80,627-90.1% | $139,466-94.3% |
| Participation rate | 42.9% | 73.6%-30.8pp | 67.0%-24.2pp | 80.3%-37.5pp |
| Annual return | 0.00% | 1352.08%-1352.1pp | 936.76%-936.8pp | 373.66%-373.7pp |
| Employer contribution / active EE | $1,167 | $3,260-64.2% | $2,723-57.2% | $4,754-75.5% |
| Participant deferral / active EE | $1,948 | $5,224-62.7% | $4,443-56.1% | $6,712-71.0% |
| Admin fee / account holder | $13 | $6,603-99.8% | $5,381-99.8% | $11,409-99.9% |