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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 | $37,384 | $27,632+35.3% | $61,452-39.2% | $68,486-45.4% |
| Participation rate | 51.6% | 39.5%+12.1pp | 52.6%-1.0pp | 67.9%-16.3pp |
| Annual return | -15.90% | -13.24%-2.7pp | 338.96%-354.9pp | -7.85%-8.0pp |
| Employer contribution / active EE | $775 | $696+11.4% | $1,160-33.2% | $2,597-70.2% |
| Participant deferral / active EE | $1,416 | $1,264+12.1% | $2,125-33.3% | $4,028-64.8% |
| Admin fee / account holder | $0 | $2,010-100.0% | $2,131-100.0% | $5,404-100.0% |