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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 | $66,315 | $27,632+140.0% | $61,399+8.0% | $68,495-3.2% |
| Participation rate | 21.2% | 39.5%-18.3pp | 52.6%-31.4pp | 67.9%-46.7pp |
| Annual return | -11.59% | -13.24%+1.7pp | 338.81%-350.4pp | -7.84%-3.7pp |
| Employer contribution / active EE | $324 | $696-53.5% | $1,159-72.1% | $2,596-87.5% |
| Participant deferral / active EE | $520 | $1,264-58.9% | $2,124-75.5% | $4,028-87.1% |
| Admin fee / account holder | $0 | $2,010-100.0% | $2,131-100.0% | $5,403-100.0% |