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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 | $1,850 | $81,749-97.7% | $58,544-96.8% | $139,456-98.7% |
| Participation rate | 66.7% | 61.3%+5.3pp | 50.9%+15.8pp | 80.3%-13.7pp |
| Annual return | 0.00% | 7425.45%-7425.4pp | 4249.56%-4249.6pp | 373.45%-373.4pp |
| Employer contribution / active EE | $220 | $1,398-84.3% | $1,053-79.1% | $4,753-95.4% |
| Participant deferral / active EE | $382 | $2,555-85.0% | $1,923-80.1% | $6,711-94.3% |
| Admin fee / account holder | $0 | $3,272-100.0% | $2,520-100.0% | $11,407-100.0% |