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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 | $35,527 | $180,466-80.3% | $154,114-76.9% | $135,382-73.8% |
| Participation rate | 50.0% | 87.4%-37.4pp | 83.0%-33.0pp | 82.6%-32.6pp |
| Annual return | 0.00% | 888.15%-888.2pp | 735.16%-735.2pp | 519.77%-519.8pp |
| Employer contribution / active EE | $9,337 | $6,035+54.7% | $5,298+76.3% | $4,779+95.4% |
| Participant deferral / active EE | $9,250 | $5,806+59.3% | $5,081+82.1% | $5,609+64.9% |
| Admin fee / account holder | $26 | $16,144-99.8% | $13,411-99.8% | $10,829-99.8% |