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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 | $28,042 | $121,701-77.0% | $104,639-73.2% | $158,982-82.4% |
| Participation rate | 33.3% | 77.5%-44.2pp | 74.1%-40.7pp | 82.0%-48.6pp |
| Annual return | 0.00% | 465.72%-465.7pp | 340.67%-340.7pp | 302.99%-303.0pp |
| Employer contribution / active EE | $2,633 | $3,165-16.8% | $2,682-1.8% | $4,763-44.7% |
| Participant deferral / active EE | $6,500 | $4,176+55.7% | $3,738+73.9% | $5,983+8.6% |
| Admin fee / account holder | $0 | $7,778-100.0% | $6,465-100.0% | $11,252-100.0% |