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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 | $17,667 | $27,632-36.1% | $61,452-71.2% | $68,486-74.2% |
| Participation rate | 25.0% | 39.5%-14.5pp | 52.6%-27.6pp | 67.9%-42.9pp |
| Annual return | -14.54% | -13.24%-1.3pp | 338.96%-353.5pp | -7.85%-6.7pp |
| Employer contribution / active EE | $642 | $696-7.7% | $1,160-44.6% | $2,597-75.3% |
| Participant deferral / active EE | $1,824 | $1,264+44.4% | $2,125-14.1% | $4,028-54.7% |
| Admin fee / account holder | $1 | $2,010-99.9% | $2,131-99.9% | $5,404-100.0% |