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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 | $4,362 | $76,634-94.3% | $56,054-92.2% | $145,978-97.0% |
| Participation rate | 33.3% | 63.2%-29.9pp | 52.5%-19.1pp | 80.3%-47.0pp |
| Annual return | 0.00% | 3004.33%-3004.3pp | 1705.95%-1705.9pp | 550.52%-550.5pp |
| Employer contribution / active EE | $721 | $1,380-47.8% | $1,039-30.6% | $4,662-84.5% |
| Participant deferral / active EE | $721 | $2,622-72.5% | $1,952-63.1% | $6,690-89.2% |
| Admin fee / account holder | $16 | $3,321-99.5% | $2,822-99.5% | $13,400-99.9% |