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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 | $20,740 | $27,639-25.0% | $61,501-66.3% | $68,490-69.7% |
| Participation rate | 9.1% | 39.5%-30.4pp | 52.6%-43.5pp | 67.9%-58.8pp |
| Annual return | -18.68% | -13.19%-5.5pp | 339.04%-357.7pp | -7.85%-10.8pp |
| Employer contribution / active EE | $108 | $696-84.4% | $1,160-90.7% | $2,597-95.8% |
| Participant deferral / active EE | $513 | $1,264-59.4% | $2,125-75.8% | $4,028-87.3% |
| Admin fee / account holder | $153 | $2,012-92.4% | $2,132-92.8% | $5,403-97.2% |