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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 | $7,275 | $27,639-73.7% | $61,501-88.2% | $68,490-89.4% |
| Participation rate | 41.5% | 39.5%+2.0pp | 52.6%-11.1pp | 67.9%-26.4pp |
| Annual return | -16.58% | -13.19%-3.4pp | 339.04%-355.6pp | -7.85%-8.7pp |
| Employer contribution / active EE | $353 | $696-49.3% | $1,160-69.6% | $2,597-86.4% |
| Participant deferral / active EE | $933 | $1,264-26.1% | $2,125-56.1% | $4,028-76.8% |
| Admin fee / account holder | $38 | $2,012-98.1% | $2,132-98.2% | $5,403-99.3% |