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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 | $17,051 | $27,632-38.3% | $61,399-72.2% | $68,495-75.1% |
| Participation rate | 36.2% | 39.5%-3.3pp | 52.6%-16.4pp | 67.9%-31.7pp |
| Annual return | -20.19% | -13.24%-6.9pp | 338.81%-359.0pp | -7.84%-12.3pp |
| Employer contribution / active EE | $602 | $696-13.5% | $1,159-48.1% | $2,596-76.8% |
| Participant deferral / active EE | $1,836 | $1,264+45.3% | $2,124-13.6% | $4,028-54.4% |
| Admin fee / account holder | $2 | $2,010-99.9% | $2,131-99.9% | $5,403-100.0% |