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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 | $50,628 | $81,749-38.1% | $58,544-13.5% | $139,456-63.7% |
| Participation rate | 44.4% | 61.3%-16.9pp | 50.9%-6.4pp | 80.3%-35.9pp |
| Annual return | 0.00% | 7425.45%-7425.4pp | 4249.56%-4249.6pp | 373.45%-373.4pp |
| Employer contribution / active EE | $1,975 | $1,398+41.3% | $1,053+87.5% | $4,753-58.5% |
| Participant deferral / active EE | $9,413 | $2,555+268.4% | $1,923+389.5% | $6,711+40.3% |
| Admin fee / account holder | $15 | $3,272-99.5% | $2,520-99.4% | $11,407-99.9% |