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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 | $9,251 | $84,628-89.1% | $61,501-85.0% | $134,545-93.1% |
| Participation rate | 46.7% | 62.2%-15.5pp | 52.6%-5.9pp | 81.2%-34.6pp |
| Annual return | 0.00% | 585.61%-585.6pp | 339.04%-339.0pp | 418.37%-418.4pp |
| Employer contribution / active EE | $338 | $1,545-78.1% | $1,160-70.9% | $4,742-92.9% |
| Participant deferral / active EE | $2,332 | $2,819-17.3% | $2,125+9.8% | $6,401-63.6% |
| Admin fee / account holder | $33 | $2,587-98.7% | $2,132-98.5% | $11,431-99.7% |