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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 | $46,779 | $27,632+69.3% | $61,399-23.8% | $68,495-31.7% |
| Participation rate | 16.0% | 39.5%-23.5pp | 52.6%-36.6pp | 67.9%-51.9pp |
| Annual return | -13.76% | -13.24%-0.5pp | 338.81%-352.6pp | -7.84%-5.9pp |
| Employer contribution / active EE | $0 | $696-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $502 | $1,264-60.3% | $2,124-76.4% | $4,028-87.5% |
| Admin fee / account holder | $147 | $2,010-92.7% | $2,131-93.1% | $5,403-97.3% |