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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 | $29,828 | $108,695-72.6% | $74,722-60.1% | $152,897-80.5% |
| Participation rate | 11.8% | 65.4%-53.6pp | 54.5%-42.7pp | 82.5%-70.7pp |
| Annual return | 0.00% | 114.11%-114.1pp | 753.11%-753.1pp | 345.43%-345.4pp |
| Employer contribution / active EE | $340 | $1,504-77.4% | $1,084-68.6% | $4,764-92.9% |
| Participant deferral / active EE | $2,941 | $2,712+8.5% | $1,963+49.8% | $5,851-49.7% |
| Admin fee / account holder | $15 | $4,906-99.7% | $3,335-99.6% | $11,599-99.9% |