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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 | $6,707 | $81,763-91.8% | $58,561-88.5% | $139,466-95.2% |
| Participation rate | 0.0% | 61.3%-61.3pp | 50.9%-50.9pp | 80.3%-80.3pp |
| Annual return | 0.00% | 7427.77%-7427.8pp | 4251.33%-4251.3pp | 373.66%-373.7pp |
| Employer contribution / active EE | $1,973 | $1,398+41.1% | $1,053+87.3% | $4,754-58.5% |
| Participant deferral / active EE | $3,172 | $2,555+24.2% | $1,923+64.9% | $6,712-52.7% |
| Admin fee / account holder | $44 | $3,273-98.7% | $2,520-98.3% | $11,409-99.6% |