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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 | $22,268 | $27,632-19.4% | $61,452-63.8% | $68,486-67.5% |
| Participation rate | 10.7% | 39.5%-28.8pp | 52.6%-41.9pp | 67.9%-57.2pp |
| Annual return | -19.88% | -13.24%-6.6pp | 338.96%-358.8pp | -7.85%-12.0pp |
| Employer contribution / active EE | $274 | $696-60.6% | $1,160-76.3% | $2,597-89.4% |
| Participant deferral / active EE | $1,352 | $1,264+7.0% | $2,125-36.4% | $4,028-66.4% |
| Admin fee / account holder | $23 | $2,010-98.8% | $2,131-98.9% | $5,404-99.6% |