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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 | $8,964 | $84,464-89.4% | $61,399-85.4% | $134,509-93.3% |
| Participation rate | 38.5% | 62.2%-23.7pp | 52.6%-14.1pp | 81.2%-42.8pp |
| Annual return | 0.00% | 585.06%-585.1pp | 338.81%-338.8pp | 418.13%-418.1pp |
| Employer contribution / active EE | $671 | $1,545-56.6% | $1,159-42.1% | $4,741-85.8% |
| Participant deferral / active EE | $4,350 | $2,818+54.4% | $2,124+104.8% | $6,400-32.0% |
| Admin fee / account holder | $64 | $2,587-97.5% | $2,131-97.0% | $11,427-99.4% |