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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 | $61,299 | $91,198-32.8% | $178,503-65.7% | $79,856-23.2% |
| Participation rate | 50.8% | 69.2%-18.4pp | 81.9%-31.1pp | 69.6%-18.8pp |
| Annual return | 0.00% | 24.20%-24.2pp | 151.12%-151.1pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,733 | $3,257-46.8% | $5,011-65.4% | $2,471-29.9% |
| Participant deferral / active EE | $4,847 | $3,237+49.8% | $5,202-6.8% | $3,741+29.6% |
| Admin fee / account holder | $68 | $6,748-99.0% | $13,987-99.5% | $5,306-98.7% |