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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 | $8,082 | $27,632-70.7% | $61,452-86.8% | $68,486-88.2% |
| Participation rate | 52.3% | 39.5%+12.8pp | 52.6%-0.3pp | 67.9%-15.6pp |
| Annual return | -19.01% | -13.24%-5.8pp | 338.96%-358.0pp | -7.85%-11.2pp |
| Employer contribution / active EE | $424 | $696-39.0% | $1,160-63.4% | $2,597-83.7% |
| Participant deferral / active EE | $2,268 | $1,264+79.5% | $2,125+6.8% | $4,028-43.7% |
| Admin fee / account holder | $127 | $2,010-93.7% | $2,131-94.0% | $5,404-97.6% |