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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 | $37,432 | $83,337-55.1% | $67,834-44.8% | $273,972-86.3% |
| Participation rate | 37.5% | 76.4%-38.9pp | 68.8%-31.3pp | 83.0%-45.5pp |
| Annual return | 0.00% | 259.45%-259.4pp | 138.47%-138.5pp | 41.46%-41.5pp |
| Employer contribution / active EE | $1,578 | $3,287-52.0% | $2,403-34.3% | $4,869-67.6% |
| Participant deferral / active EE | $5,164 | $4,088+26.3% | $3,160+63.4% | $5,287-2.3% |
| Admin fee / account holder | $196 | $6,752-97.1% | $4,622-95.8% | $10,133-98.1% |