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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 | $6,641 | $84,551-92.1% | $61,452-89.2% | $134,532-95.1% |
| Participation rate | 57.1% | 62.2%-5.1pp | 52.6%+4.6pp | 81.2%-24.1pp |
| Annual return | 0.00% | 585.39%-585.4pp | 338.96%-339.0pp | 418.27%-418.3pp |
| Employer contribution / active EE | $325 | $1,545-79.0% | $1,160-72.0% | $4,741-93.1% |
| Participant deferral / active EE | $3,562 | $2,818+26.4% | $2,125+67.7% | $6,401-44.3% |
| Admin fee / account holder | $27 | $2,587-99.0% | $2,131-98.7% | $11,429-99.8% |