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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 | $18,716 | $32,117-41.7% | $71,089-73.7% | $64,173-70.8% |
| Participation rate | 62.8% | 42.7%+20.1pp | 54.6%+8.1pp | 69.6%-6.8pp |
| Annual return | -9.39% | -5.57%-3.8pp | 650.65%-660.0pp | 7.63%-17.0pp |
| Employer contribution / active EE | $853 | $712+19.8% | $1,088-21.6% | $2,381-64.2% |
| Participant deferral / active EE | $1,584 | $1,263+25.4% | $1,873-15.4% | $3,470-54.4% |
| Admin fee / account holder | $19 | $2,759-99.3% | $3,082-99.4% | $4,887-99.6% |