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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 | $29,092 | $180,466-83.9% | $154,114-81.1% | $135,382-78.5% |
| Participation rate | 64.3% | 87.4%-23.1pp | 83.0%-18.8pp | 82.6%-18.4pp |
| Annual return | 0.00% | 888.15%-888.2pp | 735.16%-735.2pp | 519.77%-519.8pp |
| Employer contribution / active EE | $12,105 | $6,035+100.6% | $5,298+128.5% | $4,779+153.3% |
| Participant deferral / active EE | $6,132 | $5,806+5.6% | $5,081+20.7% | $5,609+9.3% |
| Admin fee / account holder | $0 | $16,144-100.0% | $13,411-100.0% | $10,829-100.0% |