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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 | $200,000 | $185,199+8.0% | $142,874+40.0% | $167,518+19.4% |
| Participation rate | 20.0% | 78.5%-58.5pp | 72.0%-52.0pp | 82.1%-62.1pp |
| Annual return | 0.00% | 8556.90%-8556.9pp | 5638.58%-5638.6pp | 478.71%-478.7pp |
| Employer contribution / active EE | $0 | $5,606-100.0% | $4,145-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $0 | $4,495-100.0% | $3,838-100.0% | $6,342-100.0% |
| Admin fee / account holder | $15 | $8,031-99.8% | $6,561-99.8% | $12,312-99.9% |