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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 | $7,101 | $21,389-66.8% | - | $68,490-89.6% |
| Participation rate | 51.7% | 40.8%+11.0pp | - | 67.9%-16.2pp |
| Annual return | -16.76% | -15.84%-0.9pp | - | -7.85%-8.9pp |
| Employer contribution / active EE | $191 | $1,123-83.0% | - | $2,597-92.7% |
| Participant deferral / active EE | $1,184 | $1,547-23.4% | - | $4,028-70.6% |
| Admin fee / account holder | $111 | $2,251-95.1% | - | $5,403-97.9% |