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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 | $13,308 | $27,632-51.8% | $61,399-78.3% | $68,495-80.6% |
| Participation rate | 30.4% | 39.5%-9.1pp | 52.6%-22.1pp | 67.9%-37.5pp |
| Annual return | -3.16% | -13.24%+10.1pp | 338.81%-342.0pp | -7.84%+4.7pp |
| Employer contribution / active EE | $484 | $696-30.4% | $1,159-58.3% | $2,596-81.4% |
| Participant deferral / active EE | $1,173 | $1,264-7.2% | $2,124-44.8% | $4,028-70.9% |
| Admin fee / account holder | $166 | $2,010-91.7% | $2,131-92.2% | $5,403-96.9% |