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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 | $20,815 | $73,421-71.7% | $66,439-68.7% | $155,188-86.6% |
| Participation rate | 66.7% | 79.7%-13.0pp | 74.5%-7.8pp | 80.8%-14.1pp |
| Annual return | 0.00% | 1382.37%-1382.4pp | 757.66%-757.7pp | 148.84%-148.8pp |
| Employer contribution / active EE | $5,248 | $3,039+72.7% | $2,637+99.0% | $4,248+23.5% |
| Participant deferral / active EE | $7,775 | $4,680+66.1% | $3,876+100.6% | $6,531+19.0% |
| Admin fee / account holder | $0 | $8,856-100.0% | $6,173-100.0% | $14,480-100.0% |