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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 | $47,932 | $27,632+73.5% | $61,399-21.9% | $68,495-30.0% |
| Participation rate | 40.0% | 39.5%+0.5pp | 52.6%-12.6pp | 67.9%-27.9pp |
| Annual return | -13.95% | -13.24%-0.7pp | 338.81%-352.8pp | -7.84%-6.1pp |
| Employer contribution / active EE | $613 | $696-11.9% | $1,159-47.1% | $2,596-76.4% |
| Participant deferral / active EE | $1,861 | $1,264+47.3% | $2,124-12.4% | $4,028-53.8% |
| Admin fee / account holder | $224 | $2,010-88.8% | $2,131-89.5% | $5,403-95.8% |