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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 | $11,107 | $82,288-86.5% | $68,794-83.9% | $134,509-91.7% |
| Participation rate | 0.0% | 75.1%-75.1pp | 69.0%-69.0pp | 81.2%-81.2pp |
| Annual return | 0.00% | -2.19%+2.2pp | -6.37%+6.4pp | 418.13%-418.1pp |
| Employer contribution / active EE | $4,207 | $3,301+27.4% | $2,656+58.4% | $4,741-11.3% |
| Participant deferral / active EE | $6,742 | $4,738+42.3% | $3,941+71.1% | $6,400+5.3% |
| Admin fee / account holder | $5 | $6,482-99.9% | $4,934-99.9% | $11,427-100.0% |