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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 | $10,007 | $27,639-63.8% | $61,501-83.7% | $68,490-85.4% |
| Participation rate | 46.9% | 39.5%+7.4pp | 52.6%-5.7pp | 67.9%-21.0pp |
| Annual return | -18.70% | -13.19%-5.5pp | 339.04%-357.7pp | -7.85%-10.8pp |
| Employer contribution / active EE | $810 | $696+16.4% | $1,160-30.2% | $2,597-68.8% |
| Participant deferral / active EE | $1,049 | $1,264-17.0% | $2,125-50.6% | $4,028-74.0% |
| Admin fee / account holder | $20 | $2,012-99.0% | $2,132-99.1% | $5,403-99.6% |