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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 | $17,958 | $27,639-35.0% | $61,501-70.8% | $68,490-73.8% |
| Participation rate | 33.3% | 39.5%-6.2pp | 52.6%-19.2pp | 67.9%-34.6pp |
| Annual return | -14.35% | -13.19%-1.2pp | 339.04%-353.4pp | -7.85%-6.5pp |
| Employer contribution / active EE | $392 | $696-43.6% | $1,160-66.2% | $2,597-84.9% |
| Participant deferral / active EE | $1,590 | $1,264+25.9% | $2,125-25.1% | $4,028-60.5% |
| Admin fee / account holder | $45 | $2,012-97.8% | $2,132-97.9% | $5,403-99.2% |