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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 | $32,134 | $27,639+16.3% | $61,501-47.8% | $68,490-53.1% |
| Participation rate | 25.0% | 39.5%-14.5pp | 52.6%-27.6pp | 67.9%-42.9pp |
| Annual return | -15.14% | -13.19%-1.9pp | 339.04%-354.2pp | -7.85%-7.3pp |
| Employer contribution / active EE | $579 | $696-16.8% | $1,160-50.1% | $2,597-77.7% |
| Participant deferral / active EE | $1,584 | $1,264+25.4% | $2,125-25.4% | $4,028-60.7% |
| Admin fee / account holder | $0 | $2,012-100.0% | $2,132-100.0% | $5,403-100.0% |