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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 | $14,773 | $27,639-46.5% | $61,501-76.0% | $68,490-78.4% |
| Participation rate | 26.2% | 39.5%-13.3pp | 52.6%-26.4pp | 67.9%-41.7pp |
| Annual return | -21.04% | -13.19%-7.8pp | 339.04%-360.1pp | -7.85%-13.2pp |
| Employer contribution / active EE | $379 | $696-45.5% | $1,160-67.3% | $2,597-85.4% |
| Participant deferral / active EE | $1,334 | $1,264+5.5% | $2,125-37.2% | $4,028-66.9% |
| Admin fee / account holder | $14 | $2,012-99.3% | $2,132-99.3% | $5,403-99.7% |