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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 | $8,795 | $27,632-68.2% | $61,399-85.7% | $68,495-87.2% |
| Participation rate | 60.0% | 39.5%+20.5pp | 52.6%+7.4pp | 67.9%-7.9pp |
| Annual return | -20.33% | -13.24%-7.1pp | 338.81%-359.1pp | -7.84%-12.5pp |
| Employer contribution / active EE | $1,062 | $696+52.6% | $1,159-8.4% | $2,596-59.1% |
| Participant deferral / active EE | $1,676 | $1,264+32.7% | $2,124-21.1% | $4,028-58.4% |
| Admin fee / account holder | $18 | $2,010-99.1% | $2,131-99.2% | $5,403-99.7% |