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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 | $24,044 | $99,652-75.9% | $78,778-69.5% | $147,586-83.7% |
| Participation rate | 14.3% | 76.2%-61.9pp | 69.2%-54.9pp | 82.8%-68.5pp |
| Annual return | 0.00% | 47.28%-47.3pp | 35.62%-35.6pp | 578.59%-578.6pp |
| Employer contribution / active EE | $795 | $2,796-71.6% | $1,986-60.0% | $4,876-83.7% |
| Participant deferral / active EE | $2,607 | $3,664-28.8% | $2,958-11.9% | $5,439-52.1% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,886-100.0% |