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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 | $86,153 | $116,203-25.9% | $93,621-8.0% | $152,909-43.7% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.8%-15.8pp | 82.5%-22.5pp |
| Annual return | 0.00% | 35.96%-36.0pp | 32.76%-32.8pp | 345.46%-345.5pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,719-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,411 | $4,605-47.6% | $4,070-40.8% | $5,851-58.8% |
| Admin fee / account holder | $277 | $10,751-97.4% | $7,890-96.5% | $11,601-97.6% |