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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 | $25,575 | $32,117-20.4% | $71,089-64.0% | $64,173-60.1% |
| Participation rate | 7.7% | 42.7%-35.0pp | 54.6%-47.0pp | 69.6%-61.9pp |
| Annual return | -5.44% | -5.57%+0.1pp | 650.65%-656.1pp | 7.63%-13.1pp |
| Employer contribution / active EE | $275 | $712-61.4% | $1,088-74.7% | $2,381-88.5% |
| Participant deferral / active EE | $564 | $1,263-55.3% | $1,873-69.9% | $3,470-83.7% |
| Admin fee / account holder | $15 | $2,759-99.5% | $3,082-99.5% | $4,887-99.7% |