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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 | $15,006 | $84,628-82.3% | $61,501-75.6% | $134,545-88.8% |
| Participation rate | 66.7% | 62.2%+4.5pp | 52.6%+14.1pp | 81.2%-14.6pp |
| Annual return | 0.00% | 585.61%-585.6pp | 339.04%-339.0pp | 418.37%-418.4pp |
| Employer contribution / active EE | $2,358 | $1,545+52.7% | $1,160+103.4% | $4,742-50.3% |
| Participant deferral / active EE | $4,942 | $2,819+75.3% | $2,125+132.6% | $6,401-22.8% |
| Admin fee / account holder | $83 | $2,587-96.8% | $2,132-96.1% | $11,431-99.3% |