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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 | $2,883 | $81,727-96.5% | $58,534-95.1% | $139,427-97.9% |
| Participation rate | 33.3% | 61.3%-28.0pp | 50.9%-17.5pp | 80.3%-47.0pp |
| Annual return | 0.00% | 7422.38%-7422.4pp | 4248.32%-4248.3pp | 373.27%-373.3pp |
| Employer contribution / active EE | $0 | $1,399-100.0% | $1,054-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $923 | $2,557-63.9% | $1,924-52.0% | $6,711-86.2% |
| Admin fee / account holder | $0 | $3,271-100.0% | $2,519-100.0% | $11,404-100.0% |