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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 | $5,316 | $27,632-80.8% | $61,452-91.3% | $68,486-92.2% |
| Participation rate | 68.0% | 39.5%+28.5pp | 52.6%+15.4pp | 67.9%+0.1pp |
| Annual return | -20.40% | -13.24%-7.2pp | 338.96%-359.4pp | -7.85%-12.5pp |
| Employer contribution / active EE | $608 | $696-12.6% | $1,160-47.6% | $2,597-76.6% |
| Participant deferral / active EE | $1,466 | $1,264+16.0% | $2,125-31.0% | $4,028-63.6% |
| Admin fee / account holder | $0 | $2,010-100.0% | $2,131-100.0% | $5,404-100.0% |