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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 | $2,003 | $81,763-97.6% | $58,561-96.6% | $139,466-98.6% |
| Participation rate | 66.7% | 61.3%+5.3pp | 50.9%+15.8pp | 80.3%-13.7pp |
| Annual return | 0.00% | 7427.77%-7427.8pp | 4251.33%-4251.3pp | 373.66%-373.7pp |
| Employer contribution / active EE | $780 | $1,398-44.2% | $1,053-25.9% | $4,754-83.6% |
| Participant deferral / active EE | $1,099 | $2,555-57.0% | $1,923-42.9% | $6,712-83.6% |
| Admin fee / account holder | $3 | $3,273-99.9% | $2,520-99.9% | $11,409-100.0% |