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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 | $39,916 | $27,632+44.5% | $61,452-35.0% | $68,486-41.7% |
| Participation rate | 12.8% | 39.5%-26.7pp | 52.6%-39.8pp | 67.9%-55.1pp |
| Annual return | -17.44% | -13.24%-4.2pp | 338.96%-356.4pp | -7.85%-9.6pp |
| Employer contribution / active EE | $277 | $696-60.2% | $1,160-76.1% | $2,597-89.3% |
| Participant deferral / active EE | $1,148 | $1,264-9.2% | $2,125-46.0% | $4,028-71.5% |
| Admin fee / account holder | $0 | $2,010-100.0% | $2,131-100.0% | $5,404-100.0% |