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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 | $7,263 | $96,678-92.5% | $86,640-91.6% | $139,466-94.8% |
| Participation rate | 27.3% | 74.4%-47.1pp | 71.7%-44.4pp | 80.3%-53.1pp |
| Annual return | 0.00% | 106.69%-106.7pp | 592.52%-592.5pp | 373.66%-373.7pp |
| Employer contribution / active EE | $927 | $3,265-71.6% | $3,024-69.3% | $4,754-80.5% |
| Participant deferral / active EE | $927 | $4,837-80.8% | $4,438-79.1% | $6,712-86.2% |
| Admin fee / account holder | $0 | $6,410-100.0% | $5,616-100.0% | $11,409-100.0% |