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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 | $9,338 | $92,743-89.9% | $82,744-88.7% | $134,532-93.1% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | 0.00% | 946.63%-946.6pp | 702.22%-702.2pp | 418.27%-418.3pp |
| Employer contribution / active EE | $1,782 | $3,273-45.6% | $3,008-40.8% | $4,741-62.4% |
| Participant deferral / active EE | $2,969 | $4,802-38.2% | $4,395-32.4% | $6,401-53.6% |
| Admin fee / account holder | $18 | $5,977-99.7% | $5,325-99.7% | $11,429-99.8% |