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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 | $14,417 | $75,962-81.0% | $154,108-90.6% | $64,173-77.5% |
| Participation rate | 30.8% | 70.4%-39.6pp | 83.0%-52.3pp | 69.6%-38.8pp |
| Annual return | 0.00% | 30.32%-30.3pp | 735.21%-735.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $798 | $3,350-76.2% | $5,298-84.9% | $2,381-66.5% |
| Participant deferral / active EE | $2,060 | $3,175-35.1% | $5,081-59.5% | $3,470-40.6% |
| Admin fee / account holder | $52 | $5,589-99.1% | $13,411-99.6% | $4,887-98.9% |