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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 | $17,400 | $27,632-37.0% | $61,452-71.7% | $68,486-74.6% |
| Participation rate | 12.8% | 39.5%-26.7pp | 52.6%-39.7pp | 67.9%-55.1pp |
| Annual return | -17.71% | -13.24%-4.5pp | 338.96%-356.7pp | -7.85%-9.9pp |
| Employer contribution / active EE | $342 | $696-50.8% | $1,160-70.5% | $2,597-86.8% |
| Participant deferral / active EE | $828 | $1,264-34.5% | $2,125-61.0% | $4,028-79.4% |
| Admin fee / account holder | $239 | $2,010-88.1% | $2,131-88.8% | $5,404-95.6% |