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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 | $9,114 | $152,542-94.0% | $117,498-92.2% | $134,509-93.2% |
| Participation rate | 25.0% | 77.1%-52.1pp | 70.6%-45.6pp | 81.2%-56.2pp |
| Annual return | 0.00% | 53.02%-53.0pp | 29.75%-29.8pp | 418.13%-418.1pp |
| Employer contribution / active EE | $177 | $5,574-96.8% | $4,178-95.8% | $4,741-96.3% |
| Participant deferral / active EE | $2,250 | $4,819-53.3% | $4,071-44.7% | $6,400-64.8% |
| Admin fee / account holder | $53 | $7,006-99.2% | $5,646-99.1% | $11,427-99.5% |