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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 | $54,724 | $138,102-60.4% | $125,381-56.4% | $134,532-59.3% |
| Participation rate | 33.3% | 84.5%-51.2pp | 82.4%-49.0pp | 81.2%-47.9pp |
| Annual return | 0.00% | 750.73%-750.7pp | 572.31%-572.3pp | 418.27%-418.3pp |
| Employer contribution / active EE | $11,333 | $5,245+116.1% | $4,815+135.4% | $4,741+139.0% |
| Participant deferral / active EE | $6,833 | $7,801-12.4% | $7,448-8.2% | $6,401+6.8% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |