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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 | $27,410 | $157,304-82.6% | $141,197-80.6% | $152,909-82.1% |
| Participation rate | 22.2% | 84.8%-62.6pp | 82.5%-60.3pp | 82.5%-60.2pp |
| Annual return | 0.00% | 64.34%-64.3pp | 71.41%-71.4pp | 345.46%-345.5pp |
| Employer contribution / active EE | $1,430 | $5,263-72.8% | $4,736-69.8% | $4,764-70.0% |
| Participant deferral / active EE | $7,206 | $7,111+1.3% | $6,710+7.4% | $5,851+23.1% |
| Admin fee / account holder | $59 | $12,126-99.5% | $10,265-99.4% | $11,601-99.5% |