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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 | $3,397 | $81,749-95.8% | $58,544-94.2% | $139,456-97.6% |
| Participation rate | 15.4% | 61.3%-45.9pp | 50.9%-35.5pp | 80.3%-64.9pp |
| Annual return | 0.00% | 7425.45%-7425.4pp | 4249.56%-4249.6pp | 373.45%-373.4pp |
| Employer contribution / active EE | $173 | $1,398-87.6% | $1,053-83.6% | $4,753-96.4% |
| Participant deferral / active EE | $312 | $2,555-87.8% | $1,923-83.8% | $6,711-95.4% |
| Admin fee / account holder | $1 | $3,272-100.0% | $2,520-100.0% | $11,407-100.0% |