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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 | $9,211 | $81,763-88.7% | $58,561-84.3% | $139,466-93.4% |
| Participation rate | 14.3% | 61.3%-47.1pp | 50.9%-36.6pp | 80.3%-66.0pp |
| Annual return | 0.00% | 7427.77%-7427.8pp | 4251.33%-4251.3pp | 373.66%-373.7pp |
| Employer contribution / active EE | $121 | $1,398-91.4% | $1,053-88.6% | $4,754-97.5% |
| Participant deferral / active EE | $1,154 | $2,555-54.8% | $1,923-40.0% | $6,712-82.8% |
| Admin fee / account holder | $277 | $3,273-91.6% | $2,520-89.0% | $11,409-97.6% |