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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 | $28,349 | $27,632+2.6% | $61,452-53.9% | $68,486-58.6% |
| Participation rate | 43.8% | 39.5%+4.2pp | 52.6%-8.8pp | 67.9%-24.1pp |
| Annual return | -18.60% | -13.24%-5.4pp | 338.96%-357.6pp | -7.85%-10.8pp |
| Employer contribution / active EE | $1,073 | $696+54.2% | $1,160-7.5% | $2,597-58.7% |
| Participant deferral / active EE | $2,462 | $1,264+94.8% | $2,125+15.9% | $4,028-38.9% |
| Admin fee / account holder | $29 | $2,010-98.6% | $2,131-98.6% | $5,404-99.5% |