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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 | $21,829 | $32,117-32.0% | $71,086-69.3% | $64,181-66.0% |
| Participation rate | 23.1% | 42.7%-19.6pp | 54.7%-31.6pp | 69.6%-46.5pp |
| Annual return | -7.60% | -5.57%-2.0pp | 650.59%-658.2pp | 7.63%-15.2pp |
| Employer contribution / active EE | $486 | $712-31.7% | $1,088-55.3% | $2,381-79.6% |
| Participant deferral / active EE | $719 | $1,263-43.1% | $1,874-61.7% | $3,470-79.3% |
| Admin fee / account holder | $237 | $2,759-91.4% | $3,082-92.3% | $4,887-95.1% |