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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 | $11,207 | $27,924-59.9% | $58,544-80.9% | $75,181-85.1% |
| Participation rate | 25.0% | 38.8%-13.8pp | 50.9%-25.9pp | 67.2%-42.2pp |
| Annual return | 0.00% | 44.20%-44.2pp | 4249.56%-4249.6pp | 160.69%-160.7pp |
| Employer contribution / active EE | $520 | $669-22.3% | $1,053-50.6% | $2,671-80.5% |
| Participant deferral / active EE | $2,045 | $1,202+70.2% | $1,923+6.3% | $4,126-50.4% |
| Admin fee / account holder | $16 | $1,726-99.1% | $2,520-99.4% | $5,650-99.7% |