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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 | $8,712 | $27,632-68.5% | $61,452-85.8% | $68,486-87.3% |
| Participation rate | 28.3% | 39.5%-11.2pp | 52.6%-24.3pp | 67.9%-39.6pp |
| Annual return | -17.16% | -13.24%-3.9pp | 338.96%-356.1pp | -7.85%-9.3pp |
| Employer contribution / active EE | $417 | $696-40.1% | $1,160-64.1% | $2,597-84.0% |
| Participant deferral / active EE | $1,093 | $1,264-13.5% | $2,125-48.5% | $4,028-72.9% |
| Admin fee / account holder | $4 | $2,010-99.8% | $2,131-99.8% | $5,404-99.9% |