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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 | $9,561 | $108,685-91.2% | $74,719-87.2% | $152,885-93.7% |
| Participation rate | 30.0% | 65.3%-35.3pp | 54.5%-24.5pp | 82.5%-52.5pp |
| Annual return | 0.00% | 114.09%-114.1pp | 753.05%-753.1pp | 345.39%-345.4pp |
| Employer contribution / active EE | $989 | $1,504-34.3% | $1,084-8.8% | $4,763-79.2% |
| Participant deferral / active EE | $1,839 | $2,712-32.2% | $1,963-6.3% | $5,851-68.6% |
| Admin fee / account holder | $0 | $4,905-100.0% | $3,334-100.0% | $11,598-100.0% |