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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 | $18,294 | $39,028-53.1% | $80,741-77.3% | $85,847-78.7% |
| Participation rate | 55.3% | 41.6%+13.7pp | 54.2%+1.1pp | 69.3%-14.1pp |
| Annual return | 0.00% | 26.31%-26.3pp | 87.30%-87.3pp | 318.61%-318.6pp |
| Employer contribution / active EE | $3,531 | $722+388.9% | $1,160+204.3% | $2,565+37.6% |
| Participant deferral / active EE | $609 | $1,326-54.1% | $2,145-71.6% | $3,952-84.6% |
| Admin fee / account holder | $0 | $2,429-100.0% | $3,380-100.0% | $6,261-100.0% |