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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 | $1,686 | $81,749-97.9% | $58,544-97.1% | $139,456-98.8% |
| Participation rate | 40.0% | 61.3%-21.3pp | 50.9%-10.9pp | 80.3%-40.3pp |
| Annual return | 0.00% | 7425.45%-7425.4pp | 4249.56%-4249.6pp | 373.45%-373.4pp |
| Employer contribution / active EE | $333 | $1,398-76.2% | $1,053-68.4% | $4,753-93.0% |
| Participant deferral / active EE | $582 | $2,555-77.2% | $1,923-69.7% | $6,711-91.3% |
| Admin fee / account holder | $3 | $3,272-99.9% | $2,520-99.9% | $11,407-100.0% |