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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 | $14,298 | $99,009-85.6% | $86,581-83.5% | $147,585-90.3% |
| Participation rate | 66.7% | 76.3%-9.7pp | 73.5%-6.9pp | 82.8%-16.2pp |
| Annual return | 0.00% | 1312.70%-1312.7pp | 965.06%-965.1pp | 578.58%-578.6pp |
| Employer contribution / active EE | $744 | $3,132-76.3% | $2,840-73.8% | $4,876-84.7% |
| Participant deferral / active EE | $2,897 | $3,972-27.1% | $3,609-19.7% | $5,439-46.7% |
| Admin fee / account holder | $8 | $5,709-99.9% | $4,904-99.8% | $10,886-99.9% |