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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 | $19,351 | $54,370-64.4% | $82,763-76.6% | $68,490-71.7% |
| Participation rate | 56.0% | 63.9%-7.9pp | 72.6%-16.6pp | 67.9%-11.9pp |
| Annual return | -15.25% | -13.67%-1.6pp | 702.45%-717.7pp | -7.85%-7.4pp |
| Employer contribution / active EE | $640 | $2,219-71.2% | $3,008-78.7% | $2,597-75.4% |
| Participant deferral / active EE | $1,317 | $3,247-59.4% | $4,395-70.0% | $4,028-67.3% |
| Admin fee / account holder | $173 | $4,398-96.1% | $5,325-96.8% | $5,403-96.8% |