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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 | $25,094 | $114,130-78.0% | $96,192-73.9% | $167,553-85.0% |
| Participation rate | 33.3% | 75.1%-41.7pp | 68.4%-35.1pp | 82.1%-48.8pp |
| Annual return | 0.00% | 190.07%-190.1pp | 192.09%-192.1pp | 478.89%-478.9pp |
| Employer contribution / active EE | $1,494 | $3,431-56.5% | $2,799-46.6% | $4,840-69.1% |
| Participant deferral / active EE | $6,500 | $5,198+25.1% | $4,351+49.4% | $6,343+2.5% |
| Admin fee / account holder | $96 | $6,901-98.6% | $5,539-98.3% | $12,316-99.2% |