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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 | $33,511 | $32,117+4.3% | $71,089-52.9% | $64,173-47.8% |
| Participation rate | 29.6% | 42.7%-13.1pp | 54.6%-25.0pp | 69.6%-39.9pp |
| Annual return | -4.34% | -5.57%+1.2pp | 650.65%-655.0pp | 7.63%-12.0pp |
| Employer contribution / active EE | $0 | $712-100.0% | $1,088-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,019 | $1,263-19.3% | $1,873-45.6% | $3,470-70.6% |
| Admin fee / account holder | $27 | $2,759-99.0% | $3,082-99.1% | $4,887-99.4% |