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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 | $44,362 | $27,639+60.5% | $61,501-27.9% | $68,490-35.2% |
| Participation rate | 3.7% | 39.5%-35.8pp | 52.6%-48.9pp | 67.9%-64.2pp |
| Annual return | -15.83% | -13.19%-2.6pp | 339.04%-354.9pp | -7.85%-8.0pp |
| Employer contribution / active EE | $405 | $696-41.9% | $1,160-65.1% | $2,597-84.4% |
| Participant deferral / active EE | $430 | $1,264-66.0% | $2,125-79.8% | $4,028-89.3% |
| Admin fee / account holder | $256 | $2,012-87.3% | $2,132-88.0% | $5,403-95.3% |