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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 | $29,658 | $73,518-59.7% | $63,003-52.9% | $147,585-79.9% |
| Participation rate | 42.9% | 77.9%-35.0pp | 74.8%-32.0pp | 82.8%-40.0pp |
| Annual return | 0.00% | 175.46%-175.5pp | 87.59%-87.6pp | 578.57%-578.6pp |
| Employer contribution / active EE | $0 | $3,322-100.0% | $2,760-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,032 | $4,183-3.6% | $3,329+21.1% | $5,439-25.9% |
| Admin fee / account holder | $109 | $5,952-98.2% | $3,600-97.0% | $10,885-99.0% |