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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 | $11,857 | $27,639-57.1% | $61,501-80.7% | $68,490-82.7% |
| Participation rate | 49.0% | 39.5%+9.5pp | 52.6%-3.6pp | 67.9%-18.9pp |
| Annual return | -16.51% | -13.19%-3.3pp | 339.04%-355.6pp | -7.85%-8.7pp |
| Employer contribution / active EE | $809 | $696+16.2% | $1,160-30.3% | $2,597-68.9% |
| Participant deferral / active EE | $1,174 | $1,264-7.1% | $2,125-44.7% | $4,028-70.8% |
| Admin fee / account holder | $77 | $2,012-96.2% | $2,132-96.4% | $5,403-98.6% |