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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 | $11,578 | $67,352-82.8% | $60,899-81.0% | $134,509-91.4% |
| Participation rate | 0.0% | 76.2%-76.2pp | 73.1%-73.1pp | 81.2%-81.2pp |
| Annual return | -4.65% | 49.99%-54.6pp | 16.92%-21.6pp | 418.13%-422.8pp |
| Employer contribution / active EE | $6,000 | $3,098+93.7% | $2,702+122.0% | $4,741+26.6% |
| Participant deferral / active EE | $2,400 | $4,539-47.1% | $3,817-37.1% | $6,400-62.5% |
| Admin fee / account holder | $0 | $4,585-100.0% | $3,225-100.0% | $11,427-100.0% |