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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 | $32,180 | $135,639-76.3% | $110,241-70.8% | $135,382-76.2% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.8%-13.2pp | 82.6%-16.0pp |
| Annual return | 0.00% | 513.21%-513.2pp | 314.75%-314.7pp | 519.77%-519.8pp |
| Employer contribution / active EE | $1,562 | $4,907-68.2% | $3,827-59.2% | $4,779-67.3% |
| Participant deferral / active EE | $10,289 | $5,507+86.8% | $4,672+120.2% | $5,609+83.4% |
| Admin fee / account holder | $161 | $11,457-98.6% | $8,548-98.1% | $10,829-98.5% |