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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 | $54,653 | $183,592-70.2% | $155,574-64.9% | $145,877-62.5% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 0.00% | 61.37%-61.4pp | 64.87%-64.9pp | 551.28%-551.3pp |
| Employer contribution / active EE | $2,124 | $5,317-60.0% | $4,676-54.6% | $4,663-54.4% |
| Participant deferral / active EE | $9,200 | $6,466+42.3% | $5,629+63.4% | $6,691+37.5% |
| Admin fee / account holder | $109 | $19,316-99.4% | $15,914-99.3% | $13,402-99.2% |