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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 | $31,982 | $32,117-0.4% | $71,089-55.0% | $64,173-50.2% |
| Participation rate | 11.9% | 42.7%-30.8pp | 54.6%-42.7pp | 69.6%-57.7pp |
| Annual return | -8.65% | -5.57%-3.1pp | 650.65%-659.3pp | 7.63%-16.3pp |
| Employer contribution / active EE | $194 | $712-72.7% | $1,088-82.1% | $2,381-91.8% |
| Participant deferral / active EE | $1,099 | $1,263-13.0% | $1,873-41.3% | $3,470-68.3% |
| Admin fee / account holder | $13 | $2,759-99.5% | $3,082-99.6% | $4,887-99.7% |