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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 | $14,132 | $27,632-48.9% | $61,452-77.0% | $68,486-79.4% |
| Participation rate | 44.4% | 39.5%+4.9pp | 52.6%-8.1pp | 67.9%-23.4pp |
| Annual return | -17.95% | -13.24%-4.7pp | 338.96%-356.9pp | -7.85%-10.1pp |
| Employer contribution / active EE | $876 | $696+25.9% | $1,160-24.5% | $2,597-66.3% |
| Participant deferral / active EE | $1,924 | $1,264+52.2% | $2,125-9.5% | $4,028-52.2% |
| Admin fee / account holder | $164 | $2,010-91.9% | $2,131-92.3% | $5,404-97.0% |