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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 | $24,785 | $109,411-77.3% | $89,435-72.3% | $158,982-84.4% |
| Participation rate | 20.0% | 74.3%-54.3pp | 68.0%-48.0pp | 82.0%-62.0pp |
| Annual return | 0.00% | 345.68%-345.7pp | 245.55%-245.6pp | 302.99%-303.0pp |
| Employer contribution / active EE | $499 | $3,173-84.3% | $2,587-80.7% | $4,763-89.5% |
| Participant deferral / active EE | $3,900 | $4,600-15.2% | $3,890+0.2% | $5,983-34.8% |
| Admin fee / account holder | $54 | $6,159-99.1% | $4,884-98.9% | $11,252-99.5% |