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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 | $26,827 | $110,801-75.8% | $86,868-69.1% | $167,518-84.0% |
| Participation rate | 50.0% | 75.8%-25.8pp | 71.6%-21.6pp | 82.1%-32.1pp |
| Annual return | 0.00% | 117.00%-117.0pp | 63.53%-63.5pp | 478.71%-478.7pp |
| Employer contribution / active EE | $390 | $3,245-88.0% | $2,496-84.4% | $4,838-91.9% |
| Participant deferral / active EE | $1,037 | $4,547-77.2% | $3,699-72.0% | $6,342-83.6% |
| Admin fee / account holder | $69 | $8,417-99.2% | $5,829-98.8% | $12,312-99.4% |