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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 | $16,274 | $27,632-41.1% | $61,452-73.5% | $68,486-76.2% |
| Participation rate | 31.0% | 39.5%-8.5pp | 52.6%-21.5pp | 67.9%-36.9pp |
| Annual return | -13.98% | -13.24%-0.7pp | 338.96%-352.9pp | -7.85%-6.1pp |
| Employer contribution / active EE | $497 | $696-28.6% | $1,160-57.2% | $2,597-80.9% |
| Participant deferral / active EE | $1,851 | $1,264+46.5% | $2,125-12.9% | $4,028-54.0% |
| Admin fee / account holder | $3 | $2,010-99.8% | $2,131-99.8% | $5,404-99.9% |