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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 | $30,054 | $110,551-72.8% | $80,741-62.8% | $167,536-82.1% |
| Participation rate | 12.5% | 64.0%-51.5pp | 54.2%-41.7pp | 82.1%-69.6pp |
| Annual return | 0.00% | 120.57%-120.6pp | 87.30%-87.3pp | 478.82%-478.8pp |
| Employer contribution / active EE | $372 | $1,543-75.9% | $1,160-68.0% | $4,839-92.3% |
| Participant deferral / active EE | $2,438 | $2,870-15.1% | $2,145+13.6% | $6,342-61.6% |
| Admin fee / account holder | $0 | $4,547-100.0% | $3,380-100.0% | $12,315-100.0% |