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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 | $8,469 | $92,766-90.9% | $82,763-89.8% | $134,545-93.7% |
| Participation rate | 33.3% | 75.2%-41.9pp | 72.6%-39.2pp | 81.2%-47.9pp |
| Annual return | 0.00% | 946.97%-947.0pp | 702.45%-702.4pp | 418.37%-418.4pp |
| Employer contribution / active EE | $2,884 | $3,273-11.9% | $3,008-4.1% | $4,742-39.2% |
| Participant deferral / active EE | $3,265 | $4,802-32.0% | $4,395-25.7% | $6,401-49.0% |
| Admin fee / account holder | $249 | $5,978-95.8% | $5,325-95.3% | $11,431-97.8% |