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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 | $32,193 | $157,296-79.5% | $141,191-77.2% | $152,897-78.9% |
| Participation rate | 16.7% | 84.8%-68.2pp | 82.5%-65.8pp | 82.5%-65.8pp |
| Annual return | 0.00% | 64.34%-64.3pp | 71.41%-71.4pp | 345.43%-345.4pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $7,668 | $7,111+7.8% | $6,710+14.3% | $5,851+31.1% |
| Admin fee / account holder | $129 | $12,125-98.9% | $10,264-98.7% | $11,599-98.9% |