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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 | $23,706 | $32,117-26.2% | $71,086-66.7% | $64,173-63.1% |
| Participation rate | 57.1% | 42.7%+14.4pp | 54.7%+2.5pp | 69.6%-12.4pp |
| Annual return | -7.49% | -5.57%-1.9pp | 650.59%-658.1pp | 7.63%-15.1pp |
| Employer contribution / active EE | $793 | $712+11.3% | $1,088-27.1% | $2,381-66.7% |
| Participant deferral / active EE | $1,411 | $1,263+11.8% | $1,874-24.7% | $3,470-59.3% |
| Admin fee / account holder | $107 | $2,759-96.1% | $3,082-96.5% | $4,887-97.8% |