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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 | $56,438 | $138,075-59.1% | $123,552-54.3% | $135,379-58.3% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | 0.00% | 153.70%-153.7pp | 119.20%-119.2pp | 519.79%-519.8pp |
| Employer contribution / active EE | $2,822 | $5,152-45.2% | $4,628-39.0% | $4,779-41.0% |
| Participant deferral / active EE | $5,694 | $6,800-16.3% | $6,426-11.4% | $5,609+1.5% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,285-100.0% | $10,828-100.0% |