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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 | $24,923 | $32,117-22.4% | $71,089-64.9% | $64,173-61.2% |
| Participation rate | 43.7% | 42.7%+1.0pp | 54.6%-11.0pp | 69.6%-25.9pp |
| Annual return | -6.43% | -5.57%-0.9pp | 650.65%-657.1pp | 7.63%-14.1pp |
| Employer contribution / active EE | $632 | $712-11.3% | $1,088-41.9% | $2,381-73.5% |
| Participant deferral / active EE | $1,809 | $1,263+43.3% | $1,873-3.4% | $3,470-47.9% |
| Admin fee / account holder | $168 | $2,759-93.9% | $3,082-94.6% | $4,887-96.6% |