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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 | $27,049 | $27,639-2.1% | $61,501-56.0% | $68,490-60.5% |
| Participation rate | 15.4% | 39.5%-24.1pp | 52.6%-37.2pp | 67.9%-52.5pp |
| Annual return | -14.79% | -13.19%-1.6pp | 339.04%-353.8pp | -7.85%-6.9pp |
| Employer contribution / active EE | $455 | $696-34.7% | $1,160-60.8% | $2,597-82.5% |
| Participant deferral / active EE | $1,172 | $1,264-7.2% | $2,125-44.8% | $4,028-70.9% |
| Admin fee / account holder | $3 | $2,012-99.9% | $2,132-99.9% | $5,403-100.0% |