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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 | $18,106 | $27,632-34.5% | $61,399-70.5% | $68,495-73.6% |
| Participation rate | 27.4% | 39.5%-12.1pp | 52.6%-25.1pp | 67.9%-40.5pp |
| Annual return | -19.40% | -13.24%-6.2pp | 338.81%-358.2pp | -7.84%-11.6pp |
| Employer contribution / active EE | $468 | $696-32.8% | $1,159-59.7% | $2,596-82.0% |
| Participant deferral / active EE | $1,139 | $1,264-9.8% | $2,124-46.4% | $4,028-71.7% |
| Admin fee / account holder | $82 | $2,010-95.9% | $2,131-96.1% | $5,403-98.5% |