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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 | $24,870 | $27,639-10.0% | $61,501-59.6% | $68,490-63.7% |
| Participation rate | 50.0% | 39.5%+10.5pp | 52.6%-2.6pp | 67.9%-17.9pp |
| Annual return | -15.28% | -13.19%-2.1pp | 339.04%-354.3pp | -7.85%-7.4pp |
| Employer contribution / active EE | $693 | $696-0.5% | $1,160-40.3% | $2,597-73.3% |
| Participant deferral / active EE | $2,370 | $1,264+87.6% | $2,125+11.5% | $4,028-41.2% |
| Admin fee / account holder | $190 | $2,012-90.5% | $2,132-91.1% | $5,403-96.5% |