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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 | $4,849 | $88,702-94.5% | $81,780-94.1% | $145,978-96.7% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.4%-12.4pp | 80.3%-20.3pp |
| Annual return | 0.00% | 1029.12%-1029.1pp | 776.27%-776.3pp | 550.52%-550.5pp |
| Employer contribution / active EE | $1,180 | $3,084-61.7% | $2,914-59.5% | $4,662-74.7% |
| Participant deferral / active EE | $1,645 | $4,645-64.6% | $4,321-61.9% | $6,690-75.4% |
| Admin fee / account holder | $11 | $8,414-99.9% | $7,384-99.8% | $13,400-99.9% |