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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 | $11,299 | $27,632-59.1% | $61,452-81.6% | $68,486-83.5% |
| Participation rate | 26.9% | 39.5%-12.6pp | 52.6%-25.6pp | 67.9%-41.0pp |
| Annual return | -17.71% | -13.24%-4.5pp | 338.96%-356.7pp | -7.85%-9.9pp |
| Employer contribution / active EE | $642 | $696-7.8% | $1,160-44.7% | $2,597-75.3% |
| Participant deferral / active EE | $1,264 | $1,2640% | $2,125-40.5% | $4,028-68.6% |
| Admin fee / account holder | $0 | $2,010-100.0% | $2,131-100.0% | $5,404-100.0% |