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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 | $27,366 | $32,117-14.8% | $71,086-61.5% | $64,173-57.4% |
| Participation rate | 18.9% | 42.7%-23.8pp | 54.7%-35.7pp | 69.6%-50.7pp |
| Annual return | -7.70% | -5.57%-2.1pp | 650.59%-658.3pp | 7.63%-15.3pp |
| Employer contribution / active EE | $105 | $712-85.2% | $1,088-90.3% | $2,381-95.6% |
| Participant deferral / active EE | $968 | $1,263-23.4% | $1,874-48.4% | $3,470-72.1% |
| Admin fee / account holder | $66 | $2,759-97.6% | $3,082-97.8% | $4,887-98.6% |