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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 | $28,523 | $138,102-79.3% | $125,381-77.3% | $134,532-78.8% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | 0.00% | 750.73%-750.7pp | 572.31%-572.3pp | 418.27%-418.3pp |
| Employer contribution / active EE | $6,894 | $5,245+31.4% | $4,815+43.2% | $4,741+45.4% |
| Participant deferral / active EE | $22,118 | $7,801+183.5% | $7,448+197.0% | $6,401+245.5% |
| Admin fee / account holder | $3 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |