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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 | $8,913 | $27,632-67.7% | $61,452-85.5% | $68,486-87.0% |
| Participation rate | 32.3% | 39.5%-7.2pp | 52.6%-20.3pp | 67.9%-35.6pp |
| Annual return | -20.56% | -13.24%-7.3pp | 338.96%-359.5pp | -7.85%-12.7pp |
| Employer contribution / active EE | $212 | $696-69.5% | $1,160-81.7% | $2,597-91.8% |
| Participant deferral / active EE | $646 | $1,264-48.9% | $2,125-69.6% | $4,028-84.0% |
| Admin fee / account holder | $26 | $2,010-98.7% | $2,131-98.8% | $5,404-99.5% |