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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 | $13,762 | $100,895-86.4% | $90,430-84.8% | $158,950-91.3% |
| Participation rate | 15.4% | 75.0%-59.6pp | 72.7%-57.3pp | 82.0%-66.6pp |
| Annual return | 0.00% | 1725.54%-1725.5pp | 1293.73%-1293.7pp | 302.91%-302.9pp |
| Employer contribution / active EE | $308 | $3,689-91.7% | $3,262-90.6% | $4,762-93.5% |
| Participant deferral / active EE | $1,769 | $4,347-59.3% | $3,963-55.4% | $5,983-70.4% |
| Admin fee / account holder | $86 | $6,505-98.7% | $5,613-98.5% | $11,248-99.2% |