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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 | $22,933 | $100,938-77.3% | $90,461-74.6% | $158,982-85.6% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 0.00% | 1727.20%-1727.2pp | 1294.76%-1294.8pp | 302.99%-303.0pp |
| Employer contribution / active EE | $4,013 | $3,691+8.7% | $3,264+22.9% | $4,763-15.8% |
| Participant deferral / active EE | $6,300 | $4,350+44.8% | $3,964+58.9% | $5,983+5.3% |
| Admin fee / account holder | $30 | $6,510-99.5% | $5,617-99.5% | $11,252-99.7% |