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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 | $32,435 | $100,805-67.8% | $86,698-62.6% | $134,532-75.9% |
| Participation rate | 50.0% | 79.0%-29.0pp | 76.6%-26.6pp | 81.2%-31.2pp |
| Annual return | 0.00% | 29.09%-29.1pp | 35.95%-35.9pp | 418.27%-418.3pp |
| Employer contribution / active EE | $6,296 | $3,490+80.4% | $2,837+121.9% | $4,741+32.8% |
| Participant deferral / active EE | $10,250 | $5,339+92.0% | $4,656+120.1% | $6,401+60.1% |
| Admin fee / account holder | $14 | $10,925-99.9% | $7,493-99.8% | $11,429-99.9% |