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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 | $82,439 | $39,028+111.2% | $80,741+2.1% | $85,847-4.0% |
| Participation rate | 3.8% | 41.6%-37.7pp | 54.2%-50.3pp | 69.3%-65.5pp |
| Annual return | 0.00% | 26.31%-26.3pp | 87.30%-87.3pp | 318.61%-318.6pp |
| Employer contribution / active EE | $446 | $722-38.2% | $1,160-61.5% | $2,565-82.6% |
| Participant deferral / active EE | $1,000 | $1,326-24.6% | $2,145-53.4% | $3,952-74.7% |
| Admin fee / account holder | $0 | $2,429-100.0% | $3,380-100.0% | $6,261-100.0% |