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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 | $33,395 | $27,632+20.9% | $61,452-45.7% | $68,486-51.2% |
| Participation rate | 16.7% | 39.5%-22.8pp | 52.6%-35.9pp | 67.9%-51.2pp |
| Annual return | -16.56% | -13.24%-3.3pp | 338.96%-355.5pp | -7.85%-8.7pp |
| Employer contribution / active EE | $337 | $696-51.5% | $1,160-70.9% | $2,597-87.0% |
| Participant deferral / active EE | $1,442 | $1,264+14.1% | $2,125-32.1% | $4,028-64.2% |
| Admin fee / account holder | $2 | $2,010-99.9% | $2,131-99.9% | $5,404-100.0% |