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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 | $24,813 | $99,652-75.1% | $78,778-68.5% | $147,585-83.2% |
| Participation rate | 50.0% | 76.2%-26.2pp | 69.2%-19.2pp | 82.8%-32.8pp |
| Annual return | 0.00% | 47.28%-47.3pp | 35.62%-35.6pp | 578.58%-578.6pp |
| Employer contribution / active EE | $1,410 | $2,796-49.6% | $1,986-29.0% | $4,876-71.1% |
| Participant deferral / active EE | $11,000 | $3,664+200.3% | $2,958+271.8% | $5,439+102.3% |
| Admin fee / account holder | $82 | $7,155-98.9% | $5,134-98.4% | $10,886-99.2% |