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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 | $14,370 | $91,179-84.2% | $178,499-91.9% | $79,852-82.0% |
| Participation rate | 45.5% | 69.2%-23.8pp | 81.9%-36.5pp | 69.6%-24.2pp |
| Annual return | 0.00% | 24.19%-24.2pp | 151.10%-151.1pp | 31.72%-31.7pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,892 | $3,236+82.1% | $5,202+13.3% | $3,740+57.5% |
| Admin fee / account holder | $16 | $6,749-99.8% | $13,986-99.9% | $5,306-99.7% |