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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 | $48,112 | $32,117+49.8% | $71,086-32.3% | $64,173-25.0% |
| Participation rate | 12.2% | 42.7%-30.5pp | 54.7%-42.4pp | 69.6%-57.3pp |
| Annual return | -9.62% | -5.57%-4.1pp | 650.59%-660.2pp | 7.63%-17.3pp |
| Employer contribution / active EE | $336 | $712-52.8% | $1,088-69.1% | $2,381-85.9% |
| Participant deferral / active EE | $1,281 | $1,263+1.4% | $1,874-31.7% | $3,470-63.1% |
| Admin fee / account holder | $28 | $2,759-99.0% | $3,082-99.1% | $4,887-99.4% |