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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 | $12,938 | $99,011-86.9% | $86,582-85.1% | $147,586-91.2% |
| Participation rate | 66.7% | 76.3%-9.7pp | 73.5%-6.9pp | 82.8%-16.2pp |
| Annual return | 0.00% | 1312.75%-1312.7pp | 965.08%-965.1pp | 578.59%-578.6pp |
| Employer contribution / active EE | $662 | $3,132-78.9% | $2,839-76.7% | $4,876-86.4% |
| Participant deferral / active EE | $1,469 | $3,972-63.0% | $3,609-59.3% | $5,439-73.0% |
| Admin fee / account holder | $31 | $5,709-99.5% | $4,904-99.4% | $10,886-99.7% |