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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 | $57,584 | $102,385-43.8% | $147,080-60.8% | $80,935-28.9% |
| Participation rate | 67.7% | 75.9%-8.1pp | 82.2%-14.4pp | 67.7%+0.1pp |
| Annual return | 0.00% | 135.09%-135.1pp | 420.17%-420.2pp | 35.66%-35.7pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $6,651-100.0% | $8,066-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $7,951-100.0% | $12,989-100.0% | $6,924-100.0% |