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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 | $14,840 | $104,694-85.8% | $85,709-82.7% | $167,536-91.1% |
| Participation rate | 28.6% | 76.4%-47.8pp | 69.9%-41.3pp | 82.1%-53.5pp |
| Annual return | 0.00% | 21.45%-21.4pp | 21.49%-21.5pp | 478.82%-478.8pp |
| Employer contribution / active EE | $485 | $3,337-85.5% | $2,619-81.5% | $4,839-90.0% |
| Participant deferral / active EE | $3,753 | $4,826-22.2% | $3,924-4.3% | $6,342-40.8% |
| Admin fee / account holder | $0 | $10,035-100.0% | $6,876-100.0% | $12,315-100.0% |