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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 | $2,858 | $27,632-89.7% | $61,452-95.3% | $68,486-95.8% |
| Participation rate | 50.7% | 39.5%+11.2pp | 52.6%-1.8pp | 67.9%-17.1pp |
| Annual return | -20.21% | -13.24%-7.0pp | 338.96%-359.2pp | -7.85%-12.4pp |
| Employer contribution / active EE | $288 | $696-58.6% | $1,160-75.1% | $2,597-88.9% |
| Participant deferral / active EE | $707 | $1,264-44.1% | $2,125-66.7% | $4,028-82.5% |
| Admin fee / account holder | $2 | $2,010-99.9% | $2,131-99.9% | $5,404-100.0% |