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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 | $33,152 | $27,632+20.0% | $61,399-46.0% | $68,495-51.6% |
| Participation rate | 41.0% | 39.5%+1.5pp | 52.6%-11.5pp | 67.9%-26.9pp |
| Annual return | -18.38% | -13.24%-5.1pp | 338.81%-357.2pp | -7.84%-10.5pp |
| Employer contribution / active EE | $1,045 | $696+50.1% | $1,159-9.9% | $2,596-59.8% |
| Participant deferral / active EE | $2,098 | $1,264+66.0% | $2,124-1.3% | $4,028-47.9% |
| Admin fee / account holder | $55 | $2,010-97.3% | $2,131-97.4% | $5,403-99.0% |