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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 | $11,143 | $99,647-88.8% | $86,439-87.1% | $134,509-91.7% |
| Participation rate | 66.7% | 82.1%-15.4pp | 80.3%-13.7pp | 81.2%-14.6pp |
| Annual return | 0.00% | 6784.13%-6784.1pp | 4395.55%-4395.5pp | 418.13%-418.1pp |
| Employer contribution / active EE | $3,364 | $4,401-23.6% | $3,769-10.7% | $4,741-29.0% |
| Participant deferral / active EE | $8,361 | $7,246+15.4% | $6,952+20.3% | $6,400+30.6% |
| Admin fee / account holder | $43 | $8,373-99.5% | $6,732-99.4% | $11,427-99.6% |