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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 | $10,226 | $100,911-89.9% | $90,440-88.7% | $158,966-93.6% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.7%-12.7pp | 82.0%-22.0pp |
| Annual return | 0.00% | 1726.62%-1726.6pp | 1294.38%-1294.4pp | 302.95%-302.9pp |
| Employer contribution / active EE | $787 | $3,690-78.7% | $3,263-75.9% | $4,762-83.5% |
| Participant deferral / active EE | $5,204 | $4,348+19.7% | $3,964+31.3% | $5,983-13.0% |
| Admin fee / account holder | $60 | $6,507-99.1% | $5,615-98.9% | $11,250-99.5% |